Tom Berry

Tom Berry Email and Phone Number

Pacific Wealth Advisors, LLC @ Pacific Wealth Advisors, LLC
united states
Tom Berry's Location
San Francisco Bay Area, United States
Tom Berry's Contact Details

Tom Berry work email

Tom Berry personal email

n/a

Tom Berry phone numbers

About Tom Berry

I started Pacific Wealth Advisors LLC in 2007 as a financial advisory firm that specializes in financial planning and wealth management for individuals/couples and business owners with one simple goal - to understand what’s important to my clients and make it happen for them. Pacific Wealth Advisors is defined by four key elements: financial expertise, trust, caring and personal attention. It is those principles that continue to be the cornerstone of our business today and the basis we look to when building our team.Each client has a unique financial situation. Our goal is to listen and learn about your unique situation, find out what is important to you and to help pursue your goals. With more than twenty years of experience serving clients, our services include: financial planning and wealth management, retirement and estate planning services, trust and insurance solutions, stock option strategies and supporting small business owners with financial strategies.We serve a distinct customer base and, for the benefit of our existing clients, each year we accept a limited number of new clients and we welcome your interest. I'd like to invite you to take a look at the Pacific Wealth Advisors website and see for yourself what makes us different from our competitors.------------------Thomas Berry is a Registered Principal with and securities and advisory services offered through LPL Financial a Registered Investment Advisor, Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to ‘See Contact Info’ section above.For states in which we are registered to conduct securities business, please visit www.pacwealthadvisors.comThird party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.

Tom Berry's Current Company Details
Pacific Wealth Advisors, LLC

Pacific Wealth Advisors, Llc

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Pacific Wealth Advisors, LLC
united states
Employees:
2
Tom Berry Work Experience Details
  • Pacific Wealth Advisors, Llc
    Founder And Managing Partner
    Pacific Wealth Advisors, Llc 2007 - Present
    Santa Clara, Ca 95050
    I assist individuals, couples and business owners during the years when they are building their wealth, followed by the years when they are consolidating/spending and gifting their wealth, followed by the years when they are protecting/preserving and preparing their wealth for future generations.Specialties: Investment management, comprehensive financial planning, retirement and estate planning, stock option and career financial planning, education and charitable gift… Show more I assist individuals, couples and business owners during the years when they are building their wealth, followed by the years when they are consolidating/spending and gifting their wealth, followed by the years when they are protecting/preserving and preparing their wealth for future generations.Specialties: Investment management, comprehensive financial planning, retirement and estate planning, stock option and career financial planning, education and charitable gift planning.Securities and Advisory services offered through LPL Financial, Member FINRA/SIPC. Show less
  • Lpl Financial
    Senior Vice President
    Lpl Financial 2004 - 2007
    Vice Chairman, The Private Trust CompanyUS Division Manager: LPL Insurance Associates, Private Client Services, Trust Services for High Net Worth individuals
  • Charles Schwab
    Senior Vice President
    Charles Schwab 1995 - 2004
    Executive P&L Manager, Business Divisions: The Charles Schwab Trust Company, Retirement Plan Services (401k services, SDBA). Division CFO: Retirement Services
  • Ernst & Young / Kenneth Leventhal
    Management Consultant
    Ernst & Young / Kenneth Leventhal 1991 - 1995
    M&A Consulting - Banking, Workouts/Restructurings, Corporate Valuations, Real Estate Analysis

Tom Berry Skills

Wealth Investments Estate Planning Financial Advisory Banking Real Estate Pensions Trust Services 401k Wealth Management Asset Management Financial Services Securities Financial Planning Retirement Finance Mutual Funds Investment Management Retirement Planning Portfolio Management

Tom Berry Education Details

Frequently Asked Questions about Tom Berry

What company does Tom Berry work for?

Tom Berry works for Pacific Wealth Advisors, Llc

What is Tom Berry's role at the current company?

Tom Berry's current role is Pacific Wealth Advisors, LLC.

What is Tom Berry's email address?

Tom Berry's email address is to****@****ors.com

What is Tom Berry's direct phone number?

Tom Berry's direct phone number is +165035*****

What schools did Tom Berry attend?

Tom Berry attended University Of Michigan - Stephen M. Ross School Of Business, University Of California, Berkeley.

What skills is Tom Berry known for?

Tom Berry has skills like Wealth, Investments, Estate Planning, Financial Advisory, Banking, Real Estate, Pensions, Trust Services, 401k, Wealth Management, Asset Management, Financial Services.

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    2 +165068XXXXX

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