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Thomas Belisari

Phone: 610-429-4180
Fax: 610-429-0504
E-mail: tjbelisari@keyfinancialinc.com

Thomas Belisari, CFP®

An alumnus of both St. Joseph’s and LaSalle Universities with a BS in Psychology and an MBA in Business, Tom has been a CFP since 1987 and served on the Board for the Delaware Valley Society of the Institute of Certified Financial Planners for seven years. As President, he oversaw the local merger of the ICFP and the IAFP into the Financial Planning Association of Greater Philadelphia. Tom was nominated and elected to the Financial Planning Association Leadership Council for three (3) years where he chaired the Communications Committee. He was a guest panelist speaking on Planning Retirement for the Intelligent Investor Conference sponsored by the Philadelphia Inquirer and Morningstar for three (3) years - 2000 - 2002.

Tom has been featured and quoted in several publications including the Philadelphia Inquirer, American Way Magazine, Kiplinger.com, Chicago Tribune, Daily Local News, CBSMarketWatch.com, CNNFN and Investment Advisor Magazine. He has been the feature guest on the local NBC News.

His areas of experience include Investments, Retirement Planning, Budgeting, Cash Flow Analysis and Long-Term Care. Tom works closely with individuals, families and business owners, and also designs retirement plans for individual corporations.

Securities and Advisory services offered through Royal Alliance Associates, Inc. member FINRA/SIPC and a registered investment advisor. Advisory services also offered through Key Financial, Inc. a registered investment advisor not affiliated with Royal Alliance Associates.

The Advisors at Key Financial Inc., are Registered Representatives of and offer securities products & services through Royal Alliance Associates, Inc. Member FINRA/SIPC, a registered broker-dealer. In this regard, this communication is strictly intended for individuals residing in the states of California, Delaware, Florida, Georgia, Illinois, Indiana, Maryland, Massachusetts, Nevada, New Jersey, New Mexico, New York, North Carolina, Pennsylvania, South Carolina, Texas and Virginia. No offers may be made or accepted from any resident outside the specific states referenced.

The advisors at Key Financial Inc., are also separately registered as an investment advisers under Key Financial Inc., a registered investment adviser, offering advisory services in the state of Pennsylvania. As such these services are strictly intended for individuals residing in Pennsylvania.

Important Consumer Information:
A broker-dealer "BD", investment adviser "IA", a BD agent, or IA Representative may only transact business in a state if first registered in that state, or is excluded or exempt from registration in that state as a broker-dealer, investment adviser, BD agent or IA Representative, as appropriate. Follow-up, individualized responses to persons in a state by such a firm or individual that involve either affecting or attempting to affect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without first complying with appropriate registration requirements, or an applicable exemption or exclusion.

For information concerning the licensing status or disciplinary history of a broker-dealer, investment adviser, BD agent, or IA rep, a consumer should contact his or her state securities law administrator.