Thomas Kanaley Email & Phone Number

425 Market Street, Suite 1600, San Francisco Ca 94105

Tom has been working with Families and Family held businesses for over twenty-five years. Tom uses his skills as a Financial Advisor to help bring clarity and purpose to his clients' estate, business succession, and charitable legacy plans. Tom has been privileged to work with some of Northern California's top family businesses, helping them solve complex problems at the place where estate, financial, and life insurance planning intersect. A frequent speaker to industry groups, Tom has addressed national audiences on the topics of wealth preservation, legacy planning, and life insurance. A Member Agent of The Nautilus Group® since 2001, Tom brings nationally known, cutting edge technical resources to assist his clients and their professional advisors. He works with clients throughout Northern California and the Bay area. The Nautilus Group® is a service of New York Life Insurance Company.

San Jose, California

For more than a decade, Tom served as Vice President at Triplett Financial - an elite Financial Advisory Firm with an emphasis on estate planning, business succession, life insurance, and charitable legacy planning for the owners of closely held businesses and their families.

Responsible for Advanced Markets (Estate Planning, Business Planning and Charitable Planning) for New York Life's Pacific Agencies (12 Westernmost States). Worked with the company's agents, clients and professional advisors in the creation and implementation of complex life insurance solutions.

Jd, Law

Ab, History

Activities and Societies: Theater, Music (The Accidentals), Student Government (Jewett House President), Intramural Athletics (.