In his role as a Financial Advisor at John Stokes Financial, Tom embraces a holistic approach to wealth management. He is dedicated to delivering a comprehensive suite of services, including income planning, budget forecasting, and fostering open and transparent communication with his clients. Building robust and enduring relationships stands as a top priority for Tom, and he consistently goes above and beyond to fulfill his clients' requests, surpassing their expectations. Moreover, he adeptly manages the intricate behind-the-scenes tasks essential for cultivating and strengthening both client and firm relationships. Tom's unwavering commitment to acting in his clients' best interests is evident in his every action.
Tom earned a B.S. in Finance from California State University Long Beach. During his college years, Tom's pursuit of business knowledge led him to work at a mortgage brokerage, where he gained valuable insights into the industry. His thirst for knowledge took him to London, where he interned at a wealth management firm and discovered his true passion for financial planning. He currently holds the Series 7 and 66 securities registrations and is a licensed agent (license #0L57267) for Life, Disability, Health, and Annuity with the California Department of Insurance. Tom has achieved the Chartered Retirement Planning Counselor (CRPC®) designation, Accredited Assessment Management Specialist (AAMS®) designation, and is currently pursuing his Certified Financial Planner™ (CFP®) certification, further enhancing his professional qualifications.
In his leisure time, Tom finds joy in the company of his wife, two cats, and their dog, Bubba. He maintains an active lifestyle, often going for runs in his neighborhood and participating in various fitness challenges.