Since 1996, Tom has had a passion for helping investors make sound financial plans and discovering the investments that are right for them. He enjoys working with Members who have a desire to learn what steps they can take to improve their financial futures and believes that annual reviews are a great place to start, but as retirement approaches, communicating more often is key. "The closer you get to your goal, the more check-ups are required to make sure you're on track."
When he's not advising Members, Tom loves being with his family and dog. An avid outdoorsman, he enjoys hiking in Joshua Tree and riding ATVs and other outdoor motor sports in the desert and along the California coastline.
Tom is fluent in Spanish, and is a fully registered and licensed investment and retirement planning professional. He earned a bachelor's degree in finance, with an emphasis in financial planning, from California State University, Fullerton, is registered to sell securities, and holds a California Life/Health Insurance License.
To make an appointment with Tom, call 800.462.8328, Ext. 4116, Option 2.
Securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor. CBSI is under contract with SchoolsFirst FCU to make securities available to members. Not NCUA/NCUSIF/FDIC insured, may lose value, no financial institution guarantee. Not a deposit of any financial institution. CUNA Brokerage Services, Inc., is a registered broker/dealer in all fifty states of the United States of America. FR-3556543.1-0421-0523.
CA Insurance License 0D4728
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