Thomas J. Hale
Tom Hale brings a diversity of experience to his financial planning practice. His extensive management and financial background is supplemented by his accreditation as a Certified Senior Advisor. Tom specializes in providing financial services in retirement planning, estate planning, and long-term care planning. He also is active in establishing and managing employee benefit programs, as well as helping individuals succeed in accomplishing their investment goals.
Educational background:
- Bachelor's degree in Economics
- Masters of Business Administration
- Graduate, Wharton School Executive Management Program
Experience:
- Financial planning for individuals
- Broad range of financial services to Senior Citizens
- Investment advisor
- Chief Executive Officer
- Finance Officer
- Consultant to business
Licenses/Affiliations
- Licenses: General Securities, Investment Advisor, Investment Company, Life and Disability Insurance
- Certified Senior Advisor, a national certification involving a 23-part course of instruction, continuing education, ethics and commitment to the senior population
- Registered Representative with LPL Financial, a broker/dealer.
Community/Personal
- Active in church mission's work
- State and national awards in non-profit activities
- Produces "Coming of Age," an 8-week seminar series on vital issues facing seniors
- Chairman of state political campaign
- Regular speaker on financial issues
- Married to wife Suzanne, 5 children
Securities and financial planning offered through LPL Financial, member of Securities Investor Protection Corporation (SIPC). For an explanatory brochure, please visit SIPC.org. LPL Financial is also a member of FINRA and An Investment Advisor.
