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 California Department of Insurance agent (license #0L57267) for Life, Disability, Health, and Annuity. 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 has recently become a dad and is loving his new role as father. He maintains an active lifestyle, often going for runs in his neighborhood and participating in various fitness challenges.