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Tom Nee | Founder

As a founder of f3Logic, Tom helps shape the direction and purpose of the firm. He is passionate about
the retirement planning industry, founding Compass Point Retirement Planning in 1994, a premier firm
in New England. Tom has 25 years of RIA ownership and advisory experience and uses this background
to provide insights to the executive team of f3Logic.

Compass Point is entirely focused on the best possible client experience and outcomes. Tom believes
this begins with a complete understanding of every client’s finances with the goal of creating a long-
term partnership to achieve financial freedom. In service of this goal, Compass Point makes sure each
client gets the personal attention and care they need. With a 4 to 1 staff to advisor ratio, Compass Point
ensures that clients always have someone to speak with and every client is well taken care of.

Tom believes that Compass Point’s success will be a great example for future firms and advisors that join
f3Logic. He is confident that f3Logic will help free advisors from the captivity of big financial firms and
set them on a path towards true independence where they can better serve clients’ needs.

Professional Designations

  • Series 7,24,63 and 65

  • Insurance Licensed for Life, Health, and Annuity