Thomas V Christopher Cep®, Cka®, Awma®, Crpc®
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Thomas V Christopher Cep®, Cka®, Awma®, Crpc® Email & Phone Number

Stewardship Advisor, Crew Dad, Dog Lover Founder Christopher Financial group / Branch Manager RJFS at Christopher Financial Group
Location: Conshohocken, Pennsylvania, United States 5 work roles 3 schools
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Current company
Christopher Financial Group
Role
Stewardship Advisor, Crew Dad, Dog Lover Founder Christopher Financial group / Branch Manager RJFS
Location
Conshohocken, Pennsylvania, United States

Who is Thomas V Christopher Cep®, Cka®, Awma®, Crpc®? Overview

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Thomas V Christopher Cep®, Cka®, Awma®, Crpc® is listed as Stewardship Advisor, Crew Dad, Dog Lover Founder Christopher Financial group / Branch Manager RJFS at Christopher Financial Group, based in Conshohocken, Pennsylvania, United States. AeroLeads shows a matched LinkedIn profile for Thomas V Christopher Cep®, Cka®, Awma®, Crpc®.

Thomas V Christopher Cep®, Cka®, Awma®, Crpc® previously worked as Founder/President at Christopher Financial Group and Branch Manager at Raymond James Financial Services, Inc.. Thomas V Christopher Cep®, Cka®, Awma®, Crpc® holds Cep, Estate Planning from National Institute Of Certified Estate Planners.

Profile bio

About Thomas V Christopher Cep®, Cka®, Awma®, Crpc®

I have a deep desire to get to know and understand my clients. I'm very fortunate to with prospects, clients and businesses to create plans and provide services that help people reach for their dreams and goals. I wake up excited to get to work because I get to have a meaningful impact in my clients lives. I am fortunate to have worked for many great firms before forming Christopher Financial Group in 2009. Over the years I have made life long friends and helped many individuals, physicians and businesses achieve their dreams. Some areas of focus:Certified Estate Planner -Awarded 12/2010 to learn more visit https://nicep.org/profile/thomas-christopher-id-657Certified Kingdom Advisor - Awarded 2017 to learn more visit https://kingdomadvisors.com/find-a-professional/advisors/1000694/19428 Outside of the office, I enjoy watching my son row on the Schuylkill river for The Haverford School, I am a huge dog lover and enjoy detailing cars. If you want to chat about any of the above, feel free to connect with me here or email me at Thomas.christopher@raymondjames.comChristopher Financial Group LLC is not a registered broker/dealer, and is independent of Raymond James Financial Services. Securities are offered through Raymond James Financial Services, Inc. Member FINRA/SIPC. Investment Advisory Services are offered through Raymond James Financial Services Advisors, Inc. For important disclosure information, please see “Social Media Disclosure” link in the “Contact Info” section

Listed skills include Technical Analysis, Estate Planning, Portfolio Management, Retirement Planning, and 43 others.

Current workplace

Thomas V Christopher Cep®, Cka®, Awma®, Crpc®'s current company

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Christopher Financial Group
Christopher Financial Group
Stewardship Advisor, Crew Dad, Dog Lover Founder Christopher Financial group / Branch Manager RJFS
5 roles · 16 years

Thomas V Christopher Cep®, Cka®, Awma®, Crpc® work experience

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

Founder/President

Current
Christopher Financial Group

Thomas ChristopherPresident, Christopher Financial GroupBranch Manager, RJFSTom has been an active figure in the financial services industry for over twenty-three years. He has obtained the Certified Estate Planner (CEP), Accredited Wealth Management Advisor (AWMA) and Chartered Retirement Planning Counselor (CRPC) designations.Tom believes financial.

Jul 2009 - Present

Branch Manager

Current
Raymond James Financial Services, Inc.

As a Branch Manager with Raymond James Financial Services, Inc. I am responsible for all of the functions of a branch office, like hiring employees, marketing the branch, building a rapport with the community in order to attract business and assisting customers with account problems. The Branch Manager with Raymond James Financial Services, Inc. is also.

Jul 2009 - Present

Founder

Tower Financial
  • Founded, designed and implemented the Wealth Management program for Continental Bank Our mission is clear: to help our clients thoroughly enjoy the rewards of their success and to pass them on to future generations.We.
  • Not deposits
  • Not insured by FDIC or any othergovernmental agency
  • Not guaranteed by the financial institution
  • Subject to risk, may lose valueContinental Bank is independent of Raymond James
Apr 2010 - Dec 2013

Founder And Ceo

Tower Financial

Designed and implemented an investment advisory program for Continental Bank. I performed all of the due diligence including generating and population all information for spreadsheets and presintations.

2010 - Jan 2013

Managing Director- Investments

Wachovia Securities

San Francisco, California, US

Thomas V Christopher managed and coordinated the financial affairs for a select group of clients and businesses in the greater Philadelphia area. Premier Advisor Program- To qualify for the “Premier Advisors Program” at Wachovia Securities, Financial Advisors must be in the firm’s top 15 percent of advisors and a commitment to professional service..

Feb 1994 - Jul 2009
3 education records

Thomas V Christopher Cep®, Cka®, Awma®, Crpc® education

Cep, Estate Planning

National Institute Of Certified Estate Planners

Chartered Retirement Planning Counselor, Retirement Planning

College For Financial Planning

Certified Kingdom Advisor, Core

Kingdom Advisors
FAQ

Frequently asked questions about Thomas V Christopher Cep®, Cka®, Awma®, Crpc®

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

What company does Thomas V Christopher Cep®, Cka®, Awma®, Crpc® work for?

Thomas V Christopher Cep®, Cka®, Awma®, Crpc® works for Christopher Financial Group.

What is Thomas V Christopher Cep®, Cka®, Awma®, Crpc®'s role at Christopher Financial Group?

Thomas V Christopher Cep®, Cka®, Awma®, Crpc® is listed as Stewardship Advisor, Crew Dad, Dog Lover Founder Christopher Financial group / Branch Manager RJFS at Christopher Financial Group.

Where is Thomas V Christopher Cep®, Cka®, Awma®, Crpc® based?

Thomas V Christopher Cep®, Cka®, Awma®, Crpc® is based in Conshohocken, Pennsylvania, United States while working with Christopher Financial Group.

What companies has Thomas V Christopher Cep®, Cka®, Awma®, Crpc® worked for?

Thomas V Christopher Cep®, Cka®, Awma®, Crpc® has worked for Christopher Financial Group, Raymond James Financial Services, Inc., Tower Financial, and Wachovia Securities.

How can I contact Thomas V Christopher Cep®, Cka®, Awma®, Crpc®?

You can use AeroLeads to view verified contact signals for Thomas V Christopher Cep®, Cka®, Awma®, Crpc® at Christopher Financial Group, including work email, phone, and LinkedIn data when available.

What schools did Thomas V Christopher Cep®, Cka®, Awma®, Crpc® attend?

Thomas V Christopher Cep®, Cka®, Awma®, Crpc® holds Cep, Estate Planning from National Institute Of Certified Estate Planners.

What skills is Thomas V Christopher Cep®, Cka®, Awma®, Crpc® known for?

Thomas V Christopher Cep®, Cka®, Awma®, Crpc® is listed with skills including Technical Analysis, Estate Planning, Portfolio Management, Retirement Planning, Wealth Management, Wealth Preservation, Investments, and Alternative Investments.

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