Tom Formhals

Tom Formhals Email and Phone Number

Owner and Principal, Fuquay Financial Planning @ Tuttle Wealth Management now merged with Belpointe Asset Management
jenkins, minnesota, united states
Tom Formhals's Location
Fuquay-Varina, North Carolina, United States, United States
Tom Formhals's Contact Details

Tom Formhals personal email

About Tom Formhals

Specialties: Financial Planning, Retirement Projections, Portfolio Analysis, Investment Strategies, Advice on life insurance and annuities.I provide coaching and guidance for cash flow management, investment planning, tax planning, and estate planning. Investment portfolio's are based on leading Tactical Asset Allocation strategies.

Tom Formhals's Current Company Details
Tuttle Wealth Management now merged with Belpointe Asset Management

Tuttle Wealth Management Now Merged With Belpointe Asset Management

View
Owner and Principal, Fuquay Financial Planning
jenkins, minnesota, united states
Website:
tuttlewealth.com
Employees:
7
Tom Formhals Work Experience Details
  • Fuquay Financial Planning
    Owner, Fuquay Financial Planning
    Fuquay Financial Planning Aug 2017 - Present
    Fuquay Varina, Nc
    With the move from Fairfax, VA to the Raleigh, NC area, I continue to provide the same personal financial planning and investment services as I provided previously under the banner of The Patriot Financial Group. Check out fuquayfinancialplanning.com
  • Patriot Financial Group, Llc
    Principal
    Patriot Financial Group, Llc Jan 2016 - Present
    Fairfax, Va
    I created the Patriot Financial Group, LLC in order to provide financial planning separate from investment management. Many of you want to get guidance on financial matters outside of what investments to make. You have questions such as, how much can I spend during retirement, and how long will my retirement savings last? Another question might be, when should I (we) take social security? There are a lot of questions outside of where should I be investing. I will guide you through these unknowns.To learn more, take a look at my website: thepatriotfinancialgroup.com
  • Tuttle Wealth Management Now Merged With Belpointe Asset Management
    Senior Financial Advisor
    Tuttle Wealth Management Now Merged With Belpointe Asset Management Aug 2012 - Present
    Oak Hill, Virginia
    Recently Tuttle Wealth Management merged with Belpointe Asset Management. As a result, I am now officially an Investment Advisory Representative, IAR, with Belpointe Wealth Management. I provide investment and financial advice for individuals and small business. In addition, I am a licensed insurance producer for health, life, annuity, and long term care policies. Belpointe Asset Management is a Registered Investment Advisory firm that provide clients access to tactically managed portfolios. We use TD Ameritrade, Schwab, and Fidelity as custodians to manage fee only client accounts. You can learn more at: www.Belpointe.com
    View
  • Cpaplus Network
    Member Resources
    Cpaplus Network 2012 - Present
  • Trustmont Group
    Independent Financial Advisor
    Trustmont Group Jan 2012 - Jul 2012
    Oak Hill, Va
    I was an Investment Advisory Representative, IAR, and a Registered Representative with Trustmont Group. I provided investment and financial advice for individuals and small business. Trustmont Group is an Registered Investment Advisory firm and broker/dealer that provided clients access to investments and services from a wide range of companies using the TD Ameritrade Institutional platform to manage fee only client accounts.
  • Capital Planning & Investments, Inc.
    Financial Advisor
    Capital Planning & Investments, Inc. Jan 2010 - Dec 2011
    Fairfax, Virginia
    Financial Advisor and Registered Representative for Triad Advisors.
  • Sun Microsystems Federal
    Business Development
    Sun Microsystems Federal 1999 - 2009
  • Sun Microsystems
    Business Development
    Sun Microsystems 1999 - 2009
    View
  • Sgi/Cray Research
    Sales
    Sgi/Cray Research Jan 1990 - Apr 1999
    High Performance Computing Systems
  • Apollo / Hp
    Sales
    Apollo / Hp 1985 - 1990
  • Prime Computer
    Sales
    Prime Computer 1980 - 1985
  • Burroughs Corporation
    Sales
    Burroughs Corporation 1974 - 1978

Tom Formhals Skills

Portfolio Management Investments Investment Strategies Wealth Management Alternative Investments Reporting And Analysis Long Term Care Insurance Life And Health Insurance Licenses Financial Goals Finance Retirement Financial Advisory Investment Advisory Estate Planning Financial Planners Fixed Annuities Insurance

Tom Formhals Education Details

Frequently Asked Questions about Tom Formhals

What company does Tom Formhals work for?

Tom Formhals works for Tuttle Wealth Management Now Merged With Belpointe Asset Management

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

Tom Formhals's current role is Owner and Principal, Fuquay Financial Planning.

What is Tom Formhals's email address?

Tom Formhals's email address is tf****@****oup.com

What schools did Tom Formhals attend?

Tom Formhals attended University Of Maryland, Kaplan University.

What skills is Tom Formhals known for?

Tom Formhals has skills like Portfolio Management, Investments, Investment Strategies, Wealth Management, Alternative Investments, Reporting And Analysis, Long Term Care Insurance, Life And Health Insurance Licenses, Financial Goals, Finance, Retirement, Financial Advisory.

Who are Tom Formhals's colleagues?

Tom Formhals's colleagues are Robyn Brooks, Hope Hoch, Andrew Liebaert.

Free Chrome Extension

Find emails, phones & company data instantly

Find verified emails from LinkedIn profiles
Get direct phone numbers & mobile contacts
Access company data & employee information
Works directly on LinkedIn - no copy/paste needed
Get Chrome Extension - Free

Aero Online

Your AI prospecting assistant

Download 750 million emails and 100 million phone numbers

Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.