Having parents that both worked in the financial industry, Tom’s financial talent formed at an early age and included developing his own individual stock portfolio in high school. Throughout college, Tom learned business acumen while working at a mortgage brokerage. He also studied in London, where he found his passion for financial planning while interning at a wealth management firm.
As a Financial Advisor, Tom emphasizes a holistic approach to wealth management through comprehensive income planning, budget forecasting, and communicating with clients of John Stokes Financial.
Tom earned a B.S. in Finance from California State University Long Beach and holds the Series 7 and 66 securities registrations and also a Life, Disability, Health and Annuity agent (license #0L57267) with the California Department of Insurance. Tom is currently working on his Certified Financial Planner™ (CFP®) certification.
Today, when is not in the office helping clients reach their financial goals, Tom spends his time jogging with his Pit Bull, Bubba, who was a foster dog. He also enjoys playing pick-up basketball games at his alma mater.