Hi! I’m Thomas Anzivino
I work with professionals paid in RSUs or stock options to align their salary and goals.
My superpower: making stock compensation simple and tax-efficient.
My specialty: helping couples have open, productive conversations about money.
I recommend investments that help clients diversify across public markets, real estate, and business ownership.
Longitude Financial Planning is a fee-only fiduciary advisory firm, the highest standard of care in the industry.
What Makes Longitude Different?
Our Values
1
No Minimums
Everyone deserves the opportunity to work with a financial planner, regardless of their income or value of their stock portfolio.
2
Fee-Only
As fee-only advisors, we remove any incentive to sell products and earn a commission. Our incentive structure is completely aligned with our member’s interests
3
High-Value Service
By leveraging technology we are able to provide some of the lowest rates in the industry without sacrificing quality
100% Client Retention
Since opening in April of 2024
All Stages of Life
We have tools, processes and strategies for all aspects of your financial growth.
Cashflow Management
Investment Management
Wealth Management
What You Can Expect
Onboarding Process
Three Annual Meetings
What Clients Say
“Thomas has been a wonderful financial advisor to me for the past two years. His sliding scale makes it so that there is no barrier to entry when it comes to planning for the future. 📈
When we started working together, I was flipping grilled Cheese for customers, grinding in the service industry. Thomas was able to meet me where I was to right size my goals to my living situation. Now, as I find myself in a salary job the fundamentals of budget building that I’ve learned from Thomas have carried through and I’ve been able to reap the rewards of those positive habits, we’ve built together. 🤜🏻 🤛🏽
I highly recommend working with Thomas if you’re looking to invest in your future.”-Financial Coaching Client
“Thomas provides expert advice and guidance to help us meet our retirement goals. Straight forward, no nonsense, and trustworthy. I would recommend his services to those just starting out through those well into retirement.”
-Wealth Management Client
“I highly recommend Thomas and Longitude Financial Planning! Thomas is excellent at what he does—professional, knowledgeable, and patient. Talking about finances usually makes me anxious, but he has a way of explaining everything clearly and calmly that immediately puts me at ease. After working with him, I felt more confident and less stressed about my financial decisions.”
-Wealth Management Client
These testimonials were provided by current clients of Longitude Financial Planning. No cash or non-cash compensation was provided. Testimonials may not be representative of the experience of other clients and are not a guarantee of future performance or success. Read these reviews and more on GoogleOur Investment Philosophy
Diversified
Buy the hay stack, not the needles. Equity investing can be volatile and includes more risk than other types of investments. We limit our exposure to any single company by diversifying our holdings.
Long-term
Investments aren’t short term decisions. We believe that a twenty year time horizon for holding stock investments is an appropriate frame of mind to have when considering to buy an equity position.
Traditional Investment Alternatives
For our experienced clients, we offer access to alternative investments. Some examples of the alternative options we provide are structured notes, private REITs and interval funds. We also offer alternative strategies which trade on formulas uncorrelated to stock market metrics.
Cost-conscious
We search for funds that are the best value for our clients. We aren’t seduced by the latest and greatest fund managers because we know that their performance is often short lived and their management fees can erode long term growth. Our preference is to choose funds with low management fees and time-tested strategies to hold them for the long term.
Free Resources
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