Tom Gartner, CFP^®

I'm a no bull advocate for my clients, looking out for their best interests first and always. The opportunity to be able to help people reach their most important goals is gratifying, so most of what I do doesn't feel like work. In addition to my experience, I was fortunate to get an excellent education. This included The University of San Diego in Finance with a Minor in Psychology, a Certificate in Financial Planning from Southern Methodist University, and a Masters of Security Analysis and Portfolio Management from Creighton University. Finally, if you need Pro Bono financial help, I'm happy to talk with you about that too. Recently I've taken some additional classes from the FPA to help tough triage situations, and it's an honor to what I can to help people in need. Thank you for taking a look, and I hope to hear from you! Tom

Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Asset Allocation, Estate Planning, Investment Management, Getting Divorced, Mutual Funds, Real Estate, Retirement, Stocks & Bonds, Tangible Assets, Nontraditional Households, Special Needs, Personal Taxes