Thomas Bartling, Cfp®

Thomas Bartling, Cfp® Email and Phone Number

Vice President, Advanced Wealth Planning @ Lido Advisors, LLC
los angeles, california, united states
Thomas Bartling, Cfp®'s Location
Tavares, Florida, United States, United States
Thomas Bartling, Cfp®'s Contact Details

Thomas Bartling, Cfp® work email

Thomas Bartling, Cfp® personal email

n/a
About Thomas Bartling, Cfp®

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

Thomas Bartling, Cfp®'s Current Company Details
Lido Advisors, LLC

Lido Advisors, Llc

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Vice President, Advanced Wealth Planning
los angeles, california, united states
Website:
lidoadvisors.com
Employees:
71
Thomas Bartling, Cfp® Work Experience Details
  • Lido Advisors
    Vice President, Advanced Wealth Planning
    Lido Advisors
    Mount Dora, Fl, Us
    View
  • Lido Advisors, Llc
    Senior Associate, Advanced Wealth Planning
    Lido Advisors, Llc Oct 2023
    San Diego, California, United States
    View
  • Fpa Of Central Florida
    Director
    Fpa Of Central Florida Nov 2023
    View
  • Aspiriant
    Associate-Wealth Management
    Aspiriant Aug 2021 - Jul 2023
    San Diego County, California, United States
    View
  • Platt Wealth Management
    Associate Financial Planner
    Platt Wealth Management May 2020 - Jul 2021
    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.
    View
  • San Diego County Credit Union
    Financial Service Representative Ii-Mlo
    San Diego County Credit Union Aug 2017 - May 2020
    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
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  • Union Bank
    Branch Service Specialist
    Union Bank Oct 2015 - Aug 2017
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  • Rinse
    Rinse
    Rinse Sep 2014 - May 2015
    Operations Support
    View
  • Express
    Sales Associate
    Express Sep 2010 - Sep 2014
    San
    View
  • Palomar Health
    Pathmaker Intern
    Palomar Health Jun 2012 - Jul 2013
    View

Thomas Bartling, Cfp® Education Details

Frequently Asked Questions about Thomas Bartling, Cfp®

What company does Thomas Bartling, Cfp® work for?

Thomas Bartling, Cfp® works for Lido Advisors, Llc

What is Thomas Bartling, Cfp®'s role at the current company?

Thomas Bartling, Cfp®'s current role is Vice President, Advanced Wealth Planning.

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

Thomas Bartling, Cfp®'s email address is tb****@****ant.com

What schools did Thomas Bartling, Cfp® attend?

Thomas Bartling, Cfp® attended San Diego State University, San Francisco State University, San Diego Miramar College.

Who are Thomas Bartling, Cfp®'s colleagues?

Thomas Bartling, Cfp®'s colleagues are Humberto Lopez, Erika Bognar, Evan Armas, Heriberto Menendez, Anna Belatonni, Eric Gesnel, Francis Benveniste.

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