Tom is a native of California. He earned his bachelor’s degree in Business Administration at California State University at Fullerton, and has worked in the financial services industry since 1982.
Tom earned his CERTIFIED FINANCIAL PLANNER™ certification from the CFP Board of Standards in June 1985. Tom also taught financial planning for eight years at the College for Financial Planning.
Tom currently holds Series 7 and 63 licenses through LPL Financial along with Life, Health, and Disability Insurance Licenses (California Insurance License #0567580).
Tom and his wife, Cyndie were married in 1979. They have three children: John, an Advisor Associate for Waddell & Reed, Laura, an elementary school teacher; and Julia, a teenager still living at home. They reside in Moorpark, CA.