Torrance, California Office
-
Tom is passionate about developing meaningful connections with his clients as he partners with them to achieve their values driven financial and life goals.
-
Tom has had a successful 20-year career in financial services as a financial consultant with T. Rowe Price and most recently as a quantitative analyst for the American Funds.
-
Tom graduated magna cum laude (Phi Beta Kappa) from the University of California, Irvine with a bachelor’s degree in Economics. He holds the CERTIFIED FINANCIAL PLANNER™ designation.
-
Within the community, Tom currently serves as Treasury of the Palos Verdes Little League as well as an Advisory Board Member for the Friendship Foundation. Tom lives in Palos Verdes with his wife and two young boys whose boundless energy keep mom and dad always on the move!
WE KEEP YOU INFORMED
You want to achieve success on your terms. We provide the insights and tools you need to be knowledgeable and purposeful stewards of your wealth.
A Financial Planner’s Guide to Roth...
Maximize your retirement savings with...
If you work for a company, you might be...
After meeting your RMD, you can...