Tom has been in the wealth management industry since 2011 and is a Certified Financial Planner Professional (CFP®). He is a graduate of San Jose State University with a bachelor’s degree in business and has a certificate in Retirement Income Planning from the American College. As a Wealth Advisor, Tom helps clients manage their investments and plan for the future using proven wealth management strategies.
Outside of work Tom spends most of his time with his wife and three kids, but you might also find him fishing, golfing, or playing guitar.
He is licensed to do business in AZ, CA, CO, IL, KS, MN, MT, TX, WA, and WI. CA Life/Health Insurance License ID 0H53416, CA Securities Insurance ID 18135352, CA Variable Annuity Insurance ID 0H53416, CA Variable Universal Life Insurance ID 0H53416.