Thomas Bartling, Cfp®
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Thomas Bartling, Cfp® Email & Phone Number

Vice President, Advanced Wealth Planning at Lido Advisors, LLC
Location: Tavares, Florida, United States 10 work roles 3 schools
1 work email found @aspiriant.com LinkedIn matched
✓ Verified Jul 2026 4 data sources Profile completeness 86%

Contact Signals · 1 work email

Work email t****@aspiriant.com
LinkedIn Profile matched
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Current company
Lido Advisors, LLC
Role
Vice President, Advanced Wealth Planning
Location
Tavares, Florida, United States
Company size
71 employees

Who is Thomas Bartling, Cfp®? Overview

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Quick answer

Thomas Bartling, Cfp® is listed as Vice President, Advanced Wealth Planning at Lido Advisors, LLC, a with 71 employees, based in Tavares, Florida, United States. AeroLeads shows a work email signal at aspiriant.com and a matched LinkedIn profile for Thomas Bartling, Cfp®.

Thomas Bartling, Cfp® previously worked as Vice President, Advanced Wealth Planning at Lido Advisors and Senior Associate, Advanced Wealth Planning at Lido Advisors, Llc. Thomas Bartling, Cfp® holds Bsba Financial Planning, Financial Planning And Services, Senior from San Diego State University.

Company email context

Email format at Lido Advisors, LLC

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*@aspiriant.com
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AeroLeads found 1 current-domain work email signal for Thomas Bartling, Cfp®. Compare company email patterns before reaching out.

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Profile bio

About Thomas Bartling, Cfp®

Thomas Bartling, Cfp® is a Vice President, Advanced Wealth Planning at Lido Advisors, LLC.

Current workplace

Thomas Bartling, Cfp®'s current company

Company context helps verify the profile and gives searchers a useful next step.

Lido Advisors, LLC
Lido Advisors, Llc
Vice President, Advanced Wealth Planning
los angeles, california, united states
Website
lidoadvisors.com
Employees
71
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Company profile
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10 roles

Thomas Bartling, Cfp® work experience

A career timeline built from the work history available for this profile.

Vice President, Advanced Wealth Planning

Lido Advisors

Mount Dora, Fl, Us

Senior Associate, Advanced Wealth Planning

Lido Advisors, Llc

San Diego, California, United States

Associate-Wealth Management

Aspiriant

San Diego County, California, United States

Aug 2021 - Jul 2023

Associate Financial Planner

Platt Wealth Management

San Diego, California, United States

As a financial planner associate, I wear many different hats to support our clients and Platt Wealth Management advisors. Whether with compliance, operations, financial education tools, or financial planning, I am always eager to lend my knowledge and expertise. I’m currently pursuing my Certified Financial Planner designation and hope to exemplify the fiduciary duty to become a trusted advisor and wealth advocate. I also plan to pursue my master’s degree in taxation to help clients protect their assets.

May 2020 - Jul 2021

Financial Service Representative Ii-Mlo

San Diego County Credit Union

Provides prompt, professional and accurate information to members and potential members in opening new accounts, securing loans, as wells as cross-selling Credit Union products and services to meet members needs and increase member satisfaction. Maintain quality service standards set by the organization. I achieved my Mortgage Loan Origination License I received my Notary Public of the State of California, Commission #226904

Aug 2017 - May 2020

Branch Service Specialist

Union Bank
Oct 2015 - Aug 2017

Rinse

Rinse

Operations Support

Sep 2014 - May 2015

Sales Associate

Express

San

Sep 2010 - Sep 2014
Team & coworkers

Colleagues at Lido Advisors, LLC

Other employees you can reach at lidoadvisors.com. View company contacts for 71 employees →

AD Altin Daraku Altin Daraku Colleague at Lido Advisors, LlcAlbania View → ВТ Владислав Тихонов Владислав Тихонов Colleague at Lido Advisors, LlcLatvia View → GV Grant Vahalla, Cfp® Grant Vahalla, Cfp® Colleague at Lido Advisors, LlcEncinitas, California, United States View → WD Will Dixon Will Dixon Colleague at Lido Advisors, LlcLouisville, Colorado, United States View → ZS Zaynoun Sakor Zaynoun Sakor Colleague at Lido Advisors, LlcLebanon View → BL Biuro Lido Biuro Lido Colleague at Lido Advisors, LlcPoznań, Wielkopolskie, Poland View → BF Bianca Frank Bianca Frank Colleague at Lido Advisors, LlcUnited States View → GR Gregory Robitshek, Cfa Gregory Robitshek, Cfa Colleague at Lido Advisors, LlcLos Angeles, California, United States View → FE Ferescu Erji Ferescu Erji Colleague at Lido Advisors, LlcBalearic Islands, Spain View → EA Evan Armas Evan Armas Colleague at Lido Advisors, LlcSan Diego, California, United States View →
3 education records

Thomas Bartling, Cfp® education

Bsba Financial Planning, Financial Planning And Services, Senior

San Diego State University

Activities and Societies: Member of Financial Planning Association

FAQ

Frequently asked questions about Thomas Bartling, Cfp®

Quick answers generated from the profile data available on this page.

What company does Thomas Bartling, Cfp® work for?

Thomas Bartling, Cfp® works for Lido Advisors, LLC.

What is Thomas Bartling, Cfp®'s role at Lido Advisors, LLC?

Thomas Bartling, Cfp® is listed as Vice President, Advanced Wealth Planning at Lido Advisors, LLC.

What is Thomas Bartling, Cfp®'s email address?

AeroLeads has found 1 work email signal at @aspiriant.com for Thomas Bartling, Cfp® at Lido Advisors, LLC.

Where is Thomas Bartling, Cfp® based?

Thomas Bartling, Cfp® is based in Tavares, Florida, United States while working with Lido Advisors, LLC.

What companies has Thomas Bartling, Cfp® worked for?

Thomas Bartling, Cfp® has worked for Lido Advisors, Lido Advisors, Llc, Fpa Of Central Florida, Aspiriant, and Platt Wealth Management.

Who are Thomas Bartling, Cfp®'s colleagues at Lido Advisors, LLC?

Thomas Bartling, Cfp®'s colleagues at Lido Advisors, LLC include Altin Daraku, Владислав Тихонов, Grant Vahalla, Cfp®, Will Dixon, and Zaynoun Sakor.

How can I contact Thomas Bartling, Cfp®?

You can use AeroLeads to view verified contact signals for Thomas Bartling, Cfp® at Lido Advisors, LLC, including work email, phone, and LinkedIn data when available.

What schools did Thomas Bartling, Cfp® attend?

Thomas Bartling, Cfp® holds Bsba Financial Planning, Financial Planning And Services, Senior from San Diego State University.

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