Tom Demko

Tom Demko Email and Phone Number

Managing Director @ Creative Planning
Beverly Hills, CA, US
Tom Demko's Location
Santa Monica, California, United States, United States
Tom Demko's Contact Details

Tom Demko personal email

n/a

Tom Demko phone numbers

About Tom Demko

Tom Demko is a Managing Director based in SageView’s Irvine, CA office, providing retirement and fiduciary advisory services to both plan sponsor and private wealth clients. He acts as OCIO or 3(38) fiduciary on pensions, DC plans, global retirement organizations and OPEB benefits.Tom has worked with retirement plans for over 13 years. Prior to joining SageView, he was the president at Bay Mutual Financial, a registered investment advisor in Santa Monica, CA. At Bay Mutual, Tom was a member of the Plan Advisors, Endowments and Entertainment Groups. He previously served as an executive with several entertainment management and production entities.Tom graduated from the University of San Diego with a Bachelor of Arts in Political Science and was a former lecturer for the Retirement Laboratory and other fiduciary organizations, focusing on legislative and Department of Labor trends, behavioral finance as well as fiduciary mentoring.

Tom Demko's Current Company Details
Creative Planning

Creative Planning

View
Managing Director
Beverly Hills, CA, US
Website:
creativeplanning.com
Employees:
1946
Tom Demko Work Experience Details
  • Creative Planning
    Managing Director
    Creative Planning
    Beverly Hills, Ca, Us
    View
  • Sageview Advisory Group
    Managing Director
    Sageview Advisory Group Aug 2018 - Present
    Newport Beach, California, Us
    View
  • Bay Mutual Financial
    Managing Director/President
    Bay Mutual Financial 2010 - Aug 2018

Tom Demko Skills

401k Retirement Planning Finance Retirement Retirement Plan Consulting Financial Services Mutual Funds Series 63 Series 6 Business Development Fiduciary Investments Sales Management Strategic Planning Sales Series 7 401 Retirement Savings Plans Employee Benefits Investment Advisory Asset Allocation Business Strategy Iras Series 65 Profit Sharing Wealth Management Services Erisa Trading Securities Regulation Series 24 Fixed Annuities Etfs Securities Wealth Management Management Financial Advisory Defined Benefit Pension Funds Asset Management Liability Driven Investing Opeb Microsoft Office Microsoft Excel Microsoft Word Powerpoint Photoshop Illustrator Indesign Adobe Acrobat Entrepreneurship Adobe Photoshop

Tom Demko Education Details

  • University Of San Diego
    University Of San Diego
    Italian

Frequently Asked Questions about Tom Demko

What company does Tom Demko work for?

Tom Demko works for Creative Planning

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

Tom Demko's current role is Managing Director.

What is Tom Demko's email address?

Tom Demko's email address is td****@****ual.com

What is Tom Demko's direct phone number?

Tom Demko's direct phone number is +131058*****

What schools did Tom Demko attend?

Tom Demko attended University Of San Diego.

What are some of Tom Demko's interests?

Tom Demko has interest in Retirement Planning, Fiduciary Mentoring, Behavioral Finance.

What skills is Tom Demko known for?

Tom Demko has skills like 401k, Retirement Planning, Finance, Retirement, Retirement Plan Consulting, Financial Services, Mutual Funds, Series 63, Series 6, Business Development, Fiduciary, Investments.

Who are Tom Demko's colleagues?

Tom Demko's colleagues are Marjorie Edenfield, Cfp® Cdfa®, Sharon Greenfield, Liss Chapman, Jessica Turner, Krisha Kozlowski, Ezra Begemann, Chris Kelliher, Mba, Cfp®.

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