Lenny Tomson, CPA, CFP®

Co-Founder & CEO

LinkedIn Profile

Lenny Tomson, CPA, CFP®

Lenny Tomson is the CEO and Founder of Palm Wealth Partners and brings over 17 years of experience in the financial services industry. His early interest in finance began at age fourteen, inspired by personal family challenges, and has since evolved into a lifelong commitment to helping individuals and families build and preserve their wealth. Prior to founding Palm Wealth Partners, Lenny held a senior management role at Equitable, where he developed a strong foundation in leadership and financial planning.

He holds both a bachelor’s and a master’s degree from the University of Florida and is a Certified Financial Planner™ (CFP®) as well as a Certified Public Accountant (CPA). Lenny’s approach is rooted in thoughtful, customized planning with a focus on long-term client relationships built on trust and integrity.

Outside of work, Lenny enjoys spending time outdoors with his son, Liam, and their dog, Doby. He also volunteers with local charities and stays active through regular workouts.

Off the clock: Panthers games and cheering Liam on from the sidelines.
Next Team Member
Mario Basilone

Ready to Start Your Financial Journey?

Request a complimentary consultation with our team to discuss your financial goals.

Request a Consultation