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

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

Stewardship Advisor, Crew Dad, Dog Lover Founder Christopher Financial group / Branch Manager RJFS @
Thomas V Christopher Cep®, Cka®, Awma®, Crpc®'s Location
Conshohocken, Pennsylvania, United States, United States
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

Thomas V Christopher Cep®, Cka®, Awma®, Crpc®'s Current Company Details
Christopher Financial Group

Christopher Financial Group

Stewardship Advisor, Crew Dad, Dog Lover Founder Christopher Financial group / Branch Manager RJFS
Thomas V Christopher Cep®, Cka®, Awma®, Crpc® Work Experience Details
  • Christopher Financial Group
    Founder/President
    Christopher Financial Group Jul 2009 - Present
    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 advisory services should be shaped by the unique needs of each client he serves, from individuals to families to high-caliber institutions. His personal approach and robust capabilities enable him to create customized investment solutions and deliver a superior standard of service. Whether managing your personal wealth or elevating your business to the next level, the focus remains on a mindset designed to help drive you toward success.Tom’s specialty is helping clients preserve the things that matter most – an enduring quality of life, long-term security, charitable giving and legacies that can benefit generations. He recommends regular check-ups to discuss your financial plan, review emerging opportunities, implement necessary adjustments and help you remain focused on goals you set together.Just as a smile is the same in any language, so is the comfort one feels with true financial independence. Through advice tailored specifically to you, Tom is here to help make that feeling last a lifetime.Tom grew up in Devon. He now resides in Gladwyne with his wife, Courtney, his son, Beau, and their four dogs. When Tom takes the rare moment to breathe from his work, he enjoys outdoor activities and detailing cars.
  • Raymond James Financial Services, Inc.
    Branch Manager
    Raymond James Financial Services, Inc. Jul 2009 - Present
    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 responsible for all compliance and regulator processes for the branch making sure they are completed in a timely fashion.
  • Tower Financial
    Founder
    Tower Financial Apr 2010 - Dec 2013
    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 focus the full measure of our professional experience and extensive resources on you – creating a coordinated, cohesive financial plan designed to grow along with you as you reach for new heights. Securities offered through Raymond James FinancialServices, Inc. Member FINRA/ SIPC, and are:• 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
  • Tower Financial
    Founder And Ceo
    Tower Financial 2010 - Jan 2013
    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.
  • Wachovia Securities
    Managing Director- Investments
    Wachovia Securities Feb 1994 - Jul 2009
    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. Requalification required annually.

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

Technical Analysis Estate Planning Portfolio Management Retirement Planning Wealth Management Wealth Preservation Investments Alternative Investments Investment Strategies Securities Wealth Transfer Wealth Wealth Accumulation Strategic Financial Planning Financial Analysis Team Building Team Management Recruiting Multi Generational Wealth Transfer Investment Advisory Financial Advisory Asset Allocation Retirement Investment Management Asset Managment Etfs Financial Services Risk Management Options Life Insurance Wealth Management Services Series 63 Series 7 Certified Estate Planner Chartered Retirement Planning Counselor Asset Management Equities Due Diligence Iras Mutual Funds Financial Planners Fixed Annuities Bonds Iar With Raymond James Branch Manager Rjfs Series 9 And 10 Accredited Wealth Management Advisor

Thomas V Christopher Cep®, Cka®, Awma®, Crpc® Education Details

  • National Institute Of Certified Estate Planners
    National Institute Of Certified Estate Planners
    Estate Planning
  • College For Financial Planning
    College For Financial Planning
    Retirement Planning
  • Kingdom Advisors
    Kingdom Advisors
    Core

Frequently Asked Questions about Thomas V Christopher Cep®, Cka®, Awma®, Crpc®

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 the current company?

Thomas V Christopher Cep®, Cka®, Awma®, Crpc®'s current role is Stewardship Advisor, Crew Dad, Dog Lover Founder Christopher Financial group / Branch Manager RJFS.

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

Thomas V Christopher Cep®, Cka®, Awma®, Crpc® attended National Institute Of Certified Estate Planners, College For Financial Planning, Kingdom Advisors.

What are some of Thomas V Christopher Cep®, Cka®, Awma®, Crpc®'s interests?

Thomas V Christopher Cep®, Cka®, Awma®, Crpc® has interest in Children.

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

Thomas V Christopher Cep®, Cka®, Awma®, Crpc® has skills like Technical Analysis, Estate Planning, Portfolio Management, Retirement Planning, Wealth Management, Wealth Preservation, Investments, Alternative Investments, Investment Strategies, Securities, Wealth Transfer, Wealth.

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