Serving El Segundo and Gardena
Tom began his career in the corporate financial world after graduating from Seton Hall University in New Jersey. His financial background includes working in industries diverse as advertising, retail and industrial equipment leasing. It is this experience that gives Tom the ability to pay attention to detail as well as the big picture. With 38+ years of experience, 20 years of it in the investment services industry, Tom brings a customized individual approach that focuses on his client’s financial needs and goals. He prides himself in making sure that his clients understand investment options and how they will help pursue investment goals. Tom believes that communication is the key to a successful financial plan. He welcomes the opportunity to assist credit union members with all aspects of their financial planning.
Tom holds the following registrations through LPL Financial: Series 7, 63, and 65
Tom is registered for Securities in the following state: AZ, CA, FL, MI, UT
Check the background of this investment professional on FINRA’s BrokerCheck.