Tom Gartner, CFP®
Tom Gartner
“It’s important to not only grow your money, but also protect what you already have.” -Tom Gartner, CFP®
Summary
As a Certified Financial Planning professional, Tom creates plans to help his clients achieve their important goals. Tom has a fiduciary duty to act in the best interests of his clients. Quite simply this means, Tom sits on his client’s side of the table as their independent advocate. To Tom “good financial planning” means your interests come first and guidance is communicated to you in plain English so you can execute on the advice. Potential clients qualify for a complimentary no pressure 1-hour consultation to determine if your needs and my skills are a good fit. If this approach sounds like it may be a good fit for you, take the initiative to call or email Tom today.
Specialties
Retirement planning, comprehensive financial planning, and Alternative investments
Three things that are important to Tom
1. Making a positive impact for my clients.
2. Independent advice truly in the best interests of those served.
3. Smart and innovative strategies to not only make money but also help protect investment assets.
Experience:
CERTIFIED FINANCIAL PLANNER Professional
ISC Financial Advisors, Inc.
Senior Manager, Team Manager Risk Management Division
TD Ameritrade
January 2006 – April 2008
Relationship Manager, Private Client Services
TD Waterhouse
December 1999 – December 2005
Education:
Tom has many years of experience in financial planning, holds a degree in Finance from the University of San Diego, a Certificate in Financial Planning from Southern Methodist University, and holds the distinguished Certified Financial Planner designation.
