Meet the Advisor
Tue, Jul 16
|Zoom Meeting
Join me on Tuesday, July 16th from 8:30 to 9:30pm EST on a Zoom call to learn about what I do as a CFP professional. This event is free for anyone to attend!
Time & Location
Jul 16, 2024, 8:30 PM – 9:30 PM
Zoom Meeting
Guests
About the event
A lot of you may know me as Tom the accountant or Tom the financial analyst. We know each other from school or sports or maybe I'm little cousin Tommy from the 1990s! Over the last 7 years I've been on a career change: I've gotten my Series 65 license and my CFP designation. I started my own company last year and I'm beginning to realize not a lot of people know what a CFP professional actually does. More than that, I want the people around me to know how I work, what I do, and what I believe in.
If you're reading this, chances are you're a friend or family member and you don't want to open your finacial world to someone close to you, like me. To be honest, I don't really want to work with people that are too close to me either. But I want you to know who I am as a financial advisor so that if you have a question in your life you can feel comfortable asking me. And if a friend or coworker of yours ever mentions they might need some financial guidance, that you can at least say you know a CFP that you trust and point them in my direction!