Tom specializes in the development of individual financial plans, investment portfolio management and transition planning. This includes assisting clients in evaluating the qualitative aspects of their life goals and incorporating the financial components that align with those goals.
Tom received his bachelor’s and MBA degrees in from Cal State Fullerton.
Securities licenses: Series 7, 63,65
Insurance licenses: Accident and Health Agent, Life-Only Agent, Variable Contracts
Tom joined Liberty Capital Management as a founding member. His vision for LCM has always been to provide a positive and ethical environment for clients, associate advisors, and staff. This cooperative and independent platform supports a collaborative stage that results in unique benefits for clients.
States in which registrations are held:
California, North Carolina, Nevada, Texas, Utah