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Anina De Tommaso

Anina De Tommaso, RP®

Paraplanner

Chicago

My job as a paraplanner is all about client support and resolving issues to help clients reach their financial goals. I assist the financial planning team in any way I can. Whether it is moving funds, inputting portfolio data, or answering questions, it gives me great satisfaction knowing that my assignments are done efficiently and accurately. I joined The Planning Center’s Chicago office in September of 2013 and received my registered paraplanner designation in 2015. I intend to continue learning and growing in my position so I can be even better at my job of customer support.

“The secret of getting ahead is getting started.” [Mark Twain]

I spend a fair share of my spare time with family and friends. Being fit and healthy is very important to me too, so I try to live a healthy lifestyle. My dog, Dolce, is a ball of energy and she keeps me busy on a daily basis. She is a Chihuahua mix that I adopted from the Anti-Cruelty Society in Chicago. I enjoy taking her on walks all around the city, particularly downtown where I can explore all of the new things the city has to offer. Discovering new beaches and traveling to exotic locations are among my other favorite pursuits.

Credentials

Affiliations: Fee-Only Planning

Areas of Expertise: Registered Paraplanner Designation

Education: BS in Public Relations from Ball State University, 2004

Who inspires me:
My mom and my dad

Favorite destination:
Dominican Republic

Most effective saving tip:
Put a percentage of your paycheck into your savings account each and every month

My life’s biggest milestone:
I moved to Chicago from Fort Wayne, Indiana without really knowing anyone. It was fun being on my own for the first time in a big new city finding my own way. I truly love the excitement and bustle of Chicago!

My favorite thing(s):
Family, friends, Dolce my dog, traveling, and working out.

100 Percent
Independent

Objectivity

We listen and keep an open mind

1998
Year
Established

Responsibility

We hold ourselves accountable for pursuing the highest standards

100 Percent
Fee-Only

Fiduciary

We work directly for our clients and put client’s interests first

10+ Years
Avg. Client
Relationship

Collaboration

We build powerful relationships by working towards common goals

232 Years
Combined
Experience

Wisdom

We learn and teach continuously

50
Year Vision

Forward Looking

We make decisions with future generations in mind

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