Tom Burch

Tom Burch Email and Phone Number

Partner, Sr. Financial Advisor and CRPC(R) @ Larson Financial
Fort Wayne, IN, US
Tom Burch's Location
Fort Wayne, Indiana, United States, United States
Tom Burch's Contact Details
About Tom Burch

Tom Burch is a Partner, Sr. Financial Advisor and CRPC(R) at Larson Financial. He possess expertise in retirement, wealth management, estate planning, life insurance, long term care and 9 more skills.

Tom Burch's Current Company Details
Larson Financial

Larson Financial

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Partner, Sr. Financial Advisor and CRPC(R)
Fort Wayne, IN, US
Website:
larsonfinancial.com
Employees:
172
Tom Burch Work Experience Details
  • Larson Financial
    Partner, Sr. Financial Advisor And Crpc(R)
    Larson Financial
    Fort Wayne, In, Us
    View
  • Larson Financial
    Partner, Sr. Financial Advisor & Crpc(R)
    Larson Financial Apr 2018 - Present
    Fort Wayne, Indiana Area
    View
  • Larson Financial
    Financial Advisor, Crpc
    Larson Financial Feb 2013 - Present
    Prior to joining Larson Financial Group, I served as a Financial Advisor at Merrill Lynch Wealth Management. I have been a licensed economics teacher since 1993 and hold a B.S. and M.S. in Education from Indiana University. I also earned the Chartered Retirement Planning Counselor (CRPC®) designation.As a former educator, I am passionate about helping people achieve their goals and simplifying the investment process. I strive to earn and maintain the trust of each client, and I take the time to understand the unique needs and circumstances of everyone that I work with. My clients benefit from my attention to detail, extensive knowledge of the markets, and ability to provide strategic solutions for their financial needs.My wife, Mary, and I have been married since 1995 and have three amazing children. I enjoy mentoring others, golf, tennis, playing cards, guitar, singing, philanthropy and serving others in need by volunteering.
    View
  • Merrill Lynch
    Financial Advisor, Crpc, Csna
    Merrill Lynch Oct 2010 - Feb 2013
    Fort Wayne, Indiana Area
    View
  • Premier Team
    Owner & Cofounder
    Premier Team Jun 2007 - Dec 2009
    Fort Wayne, Indiana Area
  • Carroll High School
    Teacher
    Carroll High School Aug 1999 - Jun 2007

Tom Burch Skills

Retirement Wealth Management Estate Planning Life Insurance Long Term Care Personal Finance Pensions Financial Advisory Finance Financial Planning Customer Service Asset Allocation 401k Corporate Retirement Plans

Tom Burch Education Details

  • Indiana University
    Indiana University
    Economics, Psychology, U.S. History, Geography, Special Education
  • Zchs
    Zchs

Frequently Asked Questions about Tom Burch

What company does Tom Burch work for?

Tom Burch works for Larson Financial

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

Tom Burch's current role is Partner, Sr. Financial Advisor and CRPC(R).

What is Tom Burch's email address?

Tom Burch's email address is th****@****ail.com

What is Tom Burch's direct phone number?

Tom Burch's direct phone number is +126038*****

What schools did Tom Burch attend?

Tom Burch attended Indiana University, Zchs.

What are some of Tom Burch's interests?

Tom Burch has interest in Water Sports, Singing Watching The Indianapolis Colts, Basketball, Reading, Coaching My Children, Playing Guitar, Water Sports Reading, Singing, Tennis, Watching The Indianapolis Colts.

What skills is Tom Burch known for?

Tom Burch has skills like Retirement, Wealth Management, Estate Planning, Life Insurance, Long Term Care, Personal Finance, Pensions, Financial Advisory, Finance, Financial Planning, Customer Service, Asset Allocation.

Who are Tom Burch's colleagues?

Tom Burch's colleagues are Judy Freeman, Gretchin Mcdaniel, Anthony Frazzetta, Kade Proctor, Jorge Ruiz Gomez, Hardik Prajapati, Mandy Drury.

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