AeroLeads people directory · profile
Tom Beachy, Cfp® Email & Phone Number
Registered Representative
at
cfd Investments, Inc.
1 work email found
@cfdinvestments.com
3 phones found area 260
LinkedIn matched
✓ Verified July 2026
4 data sources
Profile completeness 100%
Current company
Role
Registered Representative
Location
Fort Wayne, Indiana, United States
Company size
Who is Tom Beachy, Cfp®? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Tom Beachy, Cfp® is listed as Registered Representative at cfd Investments, Inc., a with 81 employees, based in Fort Wayne, Indiana, United States. AeroLeads shows a work email signal at cfdinvestments.com, phone signal with area code 260, and a matched LinkedIn profile for Tom Beachy, Cfp®.
Tom Beachy, Cfp® previously worked as Financial Advisor | CERTIFIED FINANCIAL PLANNER™ at Beachy Wealth Management Llc. Tom Beachy, Cfp® holds Certified Financial Planner™ (Cfp®), Finance And Financial Management Services from The American College.
Company email context
Email format at cfd Investments, Inc.
This section adds company-level context without repeating Tom Beachy, Cfp®'s masked contact details.
*@cfdinvestments.com
68% confidence
AeroLeads found 1 current-domain work email signal for Tom Beachy, Cfp®. Compare company email patterns before reaching out.
Profile bio
About Tom Beachy, Cfp®
Tom Beachy, Cfp® is a Registered Representative at cfd Investments, Inc.. He possess expertise in team building, financial analysis, life insurance, customer service, microsoft office and 8 more skills.
Listed skills include Team Building, Financial Analysis, Life Insurance, Customer Service, and 9 others.
Current workplace
Tom Beachy, Cfp®'s current company
Company context helps verify the profile and gives searchers a useful next step.
Cfd Investments, Inc.
3 roles
Tom Beachy, Cfp® work experience
A career timeline built from the work history available for this profile.
Financial Advisor | Certified Financial Planner™
Beachy Wealth Management Llc
As a Financial Advisor and CERTIFIED FINANCIAL PLANNER™ with Beachy Wealth Management LLC, I am responsible for providing financial guidance and leadership so my clients can focus more clearly on their careers and families. I take great pride in building long-standing relationships and being a trusted and valuable resource. We offer financial planning and advice around: o Wealth Managemento Retirement Planningo Employee Benefitso Insurance and Risk Assessment… Show more As a Financial Advisor and CERTIFIED FINANCIAL PLANNER™ with Beachy Wealth Management LLC, I am responsible for providing financial guidance and leadership so my clients can focus more clearly on their careers and families. I take great pride in building long-standing relationships and being a trusted and valuable resource. We offer financial planning and advice around: o Wealth Managemento Retirement Planningo Employee Benefitso Insurance and Risk Assessment At Beachy Wealth Management, we are here to help educate clients about the basic concepts of financial management; to help you learn more about who we are; and to give you fast, easy access to market performance data. We hope you’ll visit our website at http://www.thomasbeachy.com and add our site to your list of “favorites” in your internet browser. We frequently update our information and we wouldn’t want you to miss any developments in the area of personal finance.Advisory Services are offered through Creative Financial Designs, Inc., a Registered Investment Advisor, and Securities are offered through CFD Investments, Inc., a Registered Broker/Dealer, Member FINRA & SIPC, 2704 S. Goyer Rd., Kokomo, IN 46902. 765-453-9600 Show less
Registered Representative
Advisory Services are offered through Creative Financial Designs, Inc., a Registered Investment Advisor, and Securities are offered through CFD Investments, Inc., a Registered Broker/Dealer, Member FINRA & SIPC, 2704 S. Goyer Rd., Kokomo, IN 46902. 765-453-9600
2 education records
Tom Beachy, Cfp® education
Certified Financial Planner™ (Cfp®), Finance And Financial Management Services
Bachelor Of Science (Bs), Accounting, Finance, And Mathematics
FAQ
Frequently asked questions about Tom Beachy, Cfp®
Quick answers generated from the profile data available on this page.
What company does Tom Beachy, Cfp® work for?
Tom Beachy, Cfp® works for cfd Investments, Inc..
What is Tom Beachy, Cfp®'s role at cfd Investments, Inc.?
Tom Beachy, Cfp® is listed as Registered Representative at cfd Investments, Inc..
What is Tom Beachy, Cfp®'s email address?
AeroLeads has found 1 work email signal at @cfdinvestments.com for Tom Beachy, Cfp® at cfd Investments, Inc..
What is Tom Beachy, Cfp®'s phone number?
AeroLeads has found 3 phone signal(s) with area code 260 for Tom Beachy, Cfp® at cfd Investments, Inc..
Where is Tom Beachy, Cfp® based?
Tom Beachy, Cfp® is based in Fort Wayne, Indiana, United States while working with cfd Investments, Inc..
What companies has Tom Beachy, Cfp® worked for?
Tom Beachy, Cfp® has worked for Cfd Investments, Inc. and Beachy Wealth Management Llc.
How can I contact Tom Beachy, Cfp®?
You can use AeroLeads to view verified contact signals for Tom Beachy, Cfp® at cfd Investments, Inc., including work email, phone, and LinkedIn data when available.
What schools did Tom Beachy, Cfp® attend?
Tom Beachy, Cfp® holds Certified Financial Planner™ (Cfp®), Finance And Financial Management Services from The American College.
What skills is Tom Beachy, Cfp® known for?
Tom Beachy, Cfp® is listed with skills including Team Building, Financial Analysis, Life Insurance, Customer Service, Microsoft Office, Finance, Investments, and Retirement.
Find 750M verified contacts
Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.
Start free trial