Michael Tom has been Principal of Point B Planning since June 2015, is a control person of the firm and directly owns between 25% and 50% of it. Michael Tom holds a Bachelor of Business Administration in Finance from Pace University.
Point B Planning, LLC is a Katonah, NY firm with $114M under management, 97 clients and 2 advisers in one office, as of its March 2026 filing.
Michael A. Tom is Partner of AtwoB, based in Katonah, New York. He provides comprehensive financial planning, wealth management and tax preparation services. He spent 14 years at Clarfeld Financial Advisors, starting as a Tax Preparer/Financial Planner and advancing to Director of Portfolio Management, and was later Manager of Investment Services and Investment Counselor at The Colony Group before joining the firm.
Professional designations
Listed by Point B Planning
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Chartered Financial Analyst (CFA®)
Investment adviser representative registrations
Michael Tom is registered as an investment adviser representative in New York, since October 2021.
- New YorkSince 31 October 2021
Examinations
No examinations are on Michael Tom’s record.
- CRD
- 2963123
- Firm
- Point B Planning · CRD 172961
- Role
- Principal
- Office
- 23 PARKWAY, 2ND FLOOR, Katonah, NY 10536
- Registration
- Investment adviser registration
- In the industry since
- October 2021
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- atwob.com
Where does Michael Tom work?
Michael Tom has been Principal of Point B Planning, LLC since June 2015, and is a control person of the firm.
Is Michael Tom a financial advisor?
Yes. Michael Tom has a current investment-adviser registration in New York, through Point B Planning since October 2021.
How many years of experience does Michael Tom have?
Michael Tom has 4 years in the financial industry, since October 2021, across 1 adviser firm.
Where is Michael Tom based?
Michael Tom’s registered office is in Katonah, NY.
Is Michael Tom registered with FINRA?
No. Michael Tom has no current broker registration.
Is Michael Tom a CFP?
Point B Planning lists Michael Tom with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
Is Michael Tom a CFA charterholder?
Point B Planning lists Michael Tom with the CFA credential (“Chartered Financial Analyst (CFA®)”) on its website. CFA Institute confirms certification status.
How can I verify Michael Tom’s record?
Search CRD 2963123 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Michael Tom’s full registration record.
