Stilson Tomita is a Wealth Advisor with Claro Advisors and brings over thirty-five years of experience in providing fiduciary based wealth management and investment advisory services to high net-worth individuals and families. In addition, he serves as a fiduciary and investment consultant on qualified retirement plans for businesses in several diverse industries. Prior to joining Claro, he ran his own firm, Infinity Group, Inc. and has been offering fee-based asset management services since 1997.
Throughout his career, Mr. Tomita has established himself as a versatile, forward-thinking client advocate who promoted the team approach to wealth management. He firmly believes in using the skills and talents of his team to solve a client’s diverse financial challenges. Stilson is a graduate of Tufts University, and holds an Accredited Investment Fiduciary (AIF) Designation, a Chartered Financial Consultant Designation (ChFC), a Chartered Life Underwriter Designation (CLU) and has previously passed several securities industry exams including the FINRA Series 7, 63 and 22.
He resides in the Boston area and spends time in California, Florida and Hawaii. While in Florida, he serves on the Advisory Board to the Dean of the College of Arts and Sciences at Florida Atlantic University. During his spare time, he enjoys playing golf and exploring neighborhood restaurants.