We are a financial planning and investment advisory branch of The Certus Financial Group, which is referred to as TCFG. We intend to build life-long partnerships with our clients. Our primary focus is on Advisory Services, a fee-based process, in which we consult with you on any issues that involve your financial well-being and in which we may be asked to manage portions of your savings/investment portfolios. Our investment management style is balanced returns oriented with a tactical focus on reducing downside risk of principal. The primary return objective is not necessarily to maximize possible returns or compete with stock market indexes. We manage toward seeking the returns that are necessary to meet the goals you have identified in the planning process.
Our staff consists of experienced professionals with a "hands on" approach to financial guidance. Not only will you find our team members knowledgeable, but you will also discover that our staff truly cares about making your dreams a reality. As your Financial Professionals, we will do everything in our power to keep you focused on where you want to go, advise you on how to get there, and continually remind you of the importance of maintaining a disciplined approach to realizing your dreams.
Our company is based on the principle that education and understanding of your current financial situation is vital to successfully make prudent decisions concerning your future financial condition. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives.
Tom has been licensed as a Registered Representative of a FINRA Broker Dealer firm since 1985. His current firm is TCFG Wealth Management, LLC. His licenses include those necessary to sell general securities, mutual funds, and limited...
Wesley has been working with Tom since 1998. (That doesn’t include all those early years as a kid of filing statements to earn a buck here and there.) He graduated from the University of San Diego cum laude in 1997. He obtained a...
I began working in the office part-time in September 1993. As office manager I back up phone calls and appointment making, office accounting, interfacing with vendors and generally anything else office (not business) related. I usually...
Alyson has been working for Tom since 2019. Initially starting as a virtual assistant, she is now in the office a few days a week to take care of administrative duties and assist with client relations and marketing. Alyson graduated...
Maria attended school at Coast Health Educational Center to become a Certified Nurse Assistant also known as a CNA or caregiver. Always has the passion to help people in need. Especially elderly and people that need the caring. She...