Guy A. Tomase CFP®, CRPC®, CMFC™
Guy is the Director of Financial Planning at Holmes Investment Management, Inc. He is a CERTIFIED FINANCIAL PLANNER™ and has over 20 years of experience in all aspects of the financial services industry. His primary focus is on providing comprehensive financial planning.
He holds a Bachelor of Science in Finance and Accounting from Bridgewater State University and a post-graduate Certificate in Financial Planning from Boston University. In addition to being a CFP®, Guy has his CRPC®, Chartered Retirement Planning Counselor designation and his CMFC™, Chartered Mutual Fund Counselor, designation from the College of Financial Planning.
Guy is a lifelong resident of southeastern Massachusetts. He and his wife, Sara, live in Mansfield with their three children.