Tom's passion for the financial industry was instilled in him at a young age, with both of his parents working in the field. In high school, he began cultivating his financial acumen by developing his own individual stock portfolio. This early exposure laid the foundation for his future career.
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.
As a Financial Advisor at John Stokes Financial, Tom adopts a holistic approach to wealth management. He believes in providing comprehensive income planning, budget forecasting, and open communication with his clients. Building strong relationships is a priority for him, and he goes the extra mile to fulfill his clients' requests and exceed their expectations.
Tom earned a B.S. in Finance from California State University Long Beach. He 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.