Tom holds professional credentials as a CERTIFIED FINANCIAL PLANNER™, Chartered Life Underwriter and Accredited Estate Planner. For 15 years he consulted throughout the Northeastern United States regarding wealth distribution issues and since 2012, has been the owner of King Wealth Strategies.
As an experienced wealth manager who specializes in retirement and distribution planning, Tom understands the unique challenges you face as you progress from your 50’s through your 60’s, 70’s and beyond. He stays current with and proactively addresses the risks of your later years with particular emphasis on meeting your spending goals each step of the way. Of course, Tom carefully listens and works with you to build a solid financial plan. More importantly, he helps you anticipate life events, develops a scheduled advisory plan and is a true partner in pursuing your financial goals.
Tom is quite active in professional circles as well as the community. He’s the Founding President of the Centre Region Estate Planning Council. He’s also a past Board Member of both The State Theatre and the American Red Cross Centre Communities Chapter. He served as an Infantry Officer in the United States Marine Corps and graduated from the University of Notre Dame. He has been a State College resident for over 20 years with his wife Laura and their four children.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
Raymond James is not affiliated with the above organizations and/or charitable causes.