Thomas LaPointe

Tom LaPointe is Vice President/Senior Client Services Associate of Coleman Financial Advisory Group LLC and a senior member of the firm’s Wealth Services Administrative Team. He works closely with our advisors who assist clients throughout the financial planning process, helping to develop detailed, personalized strategies tailored to each client’s goals.

In his role, Tom gathers and analyzes client data, transforming complex financial information into clear, actionable insights assisting our advisors. With over 25 years of industry experience, including 20 years as a financial advisor, he brings a practical, client-focused perspective to the planning process. He also supports investment and product research and participates in all trading and asset movements within the office.

Tom views wealth as a tool to help clients live with confidence and care for the people who matter most. His approach prioritizes clarity, thoughtful planning, and steady, informed decision-making.

Tom earned a Bachelor of Science in Finance and Business Administration from Sacred Heart University. He holds his Series 7 and 66 registrations through LPL Financial, as well as his Life and Health Insurance license.  

Outside of work, Tom enjoys coaching ice hockey, golfing, fishing, and spending time with his family.