Tom is a native of California. He earned his bachelor’s degree in Business Administration at California State University at Fullerton, and earned his master’s degree in Financial Planning through the College for Financial Planning in Denver, Colorado.
Tom has 32 years experience working on the financial services industry, all with Waddell & Reed. he has focused on his work as a Financial Advisor for the past 20 years.
While with Waddell & Reed, Tom has achieved both the “Circle of Champions” and “Crest Achievement” awards. Tom earned his CERTIFIED FINANCIAL PLANNER™ mark from the CFP® Board of Standards in June 1985. He also earned his Chartered Mutual Fund Counselor (CMFC) designation in November 1999 and his Chartered Retirement Plan Counselor (CRPC) designation in September 2004. Tom also taught financial planning for eight years at the College for Financial Planning.
Tom currently holds Series 7 and 63 licenses; and Life, Health, and Disability Insurance Licenses in California. (CA Insurance License # 0567580)
He now works as a Financial Advisor for his personal clients in partnership with John Manocchio, also a CFP® professional. Together, they and their staff continue to service their client’s ongoing financial planning needs.
Tom and his wife, Cyndie were married in 1979. They have three children: John, an Advisor Associate at Waddell & Reed; Laura, an elementary school teacher; and Julia, a teenager still living at home. They reside in Moorpark, CA.
The awards are presented annually by the firm and are based on an analysis of investments, insurance and financial planning sales generated by the advisor.
For more information regarding the awards and dates received, please contact the advisor.
Waddell & Reed is not affiliated with any other entities referenced herein. 07/18