Certified Financial Planner™
Current
May 2016 - Present
AeroLeads people directory · profile
Tom Herkert Cfp® Email & Phone Number
CERTIFIED FINANCIAL PLANNER™ at Westchester Financial Advisors
at
Westchester Financial Advisors
LinkedIn matched
✓ Verified May 2026
3 data sources
Profile completeness 86%
Current company
Role
CERTIFIED FINANCIAL PLANNER™ at Westchester Financial Advisors
Location
New York City Metropolitan Area, United States, United States
Company size
Who is Tom Herkert Cfp®? Overview
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Quick answer
Tom Herkert Cfp® is listed as CERTIFIED FINANCIAL PLANNER™ at Westchester Financial Advisors at Westchester Financial Advisors, a company with 3 employees, based in New York City Metropolitan Area, United States, United States. AeroLeads shows a matched LinkedIn profile for Tom Herkert Cfp®.
Tom Herkert Cfp® previously worked as CERTIFIED FINANCIAL PLANNER™ at Westchester Financial Advisors and CERTIFIED FINANCIAL PLANNER™ at Herkert Financial Planning. Tom Herkert Cfp® holds Bachelor Of Business Administration (Bba), Finance, General from Pace University.
Company email context
Email format at Westchester Financial Advisors
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Westchester Financial Advisors
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Profile bio
About Tom Herkert Cfp®
Please replace with: Securities and advisory services offered through Commonwealth Financial Network®, Member www.finra.org / www.sipc.org, a Registered Investment Adviser. Westchester Financial Advisors, 220 White Plains Road, Suite 425, Tarrytown NY 10591, 914.909.1508. This communication is strictly intended for individuals residing in the states of AZ, CA, CO, CT, DE, FL, GA, IA, IL, KS, MA, MI, NC, NJ, NM, NV, NY, OR, PA, SC, TX, VA, VT. No offers may be made or accepted from any resident outside these states due to various state requirements and registration requirements regarding investment products and services. Review our Terms of Use: www.commonwealth.com/termsofuse.html.
Current workplace
Tom Herkert Cfp®'s current company
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Westchester Financial Advisors
3 roles
Tom Herkert Cfp® work experience
A career timeline built from the work history available for this profile.
Certified Financial Planner™
Oct 2003 - 2016
Investment Advisor
Sep 1989 - Oct 2003
1 education record
Tom Herkert Cfp® education
FAQ
Frequently asked questions about Tom Herkert Cfp®
Quick answers generated from the profile data available on this page.
What company does Tom Herkert Cfp® work for?
Tom Herkert Cfp® works for Westchester Financial Advisors.
What is Tom Herkert Cfp®'s role at Westchester Financial Advisors?
Tom Herkert Cfp® is listed as CERTIFIED FINANCIAL PLANNER™ at Westchester Financial Advisors at Westchester Financial Advisors.
Where is Tom Herkert Cfp® based?
Tom Herkert Cfp® is based in New York City Metropolitan Area, United States, United States while working with Westchester Financial Advisors.
What companies has Tom Herkert Cfp® worked for?
Tom Herkert Cfp® has worked for Westchester Financial Advisors, Herkert Financial Planning, and Allmerica Investments.
How can I contact Tom Herkert Cfp®?
You can use AeroLeads to view verified contact signals for Tom Herkert Cfp® at Westchester Financial Advisors, including work email, phone, and LinkedIn data when available.
What schools did Tom Herkert Cfp® attend?
Tom Herkert Cfp® holds Bachelor Of Business Administration (Bba), Finance, General from Pace University.
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