Tom is a native of California. He earned his bachelor’s degree in Business Administration at California State University at Fullerton, and has worked in the financial services industry since 1982, all with Waddell & Reed.
While with Waddell & Reed, Tom has achieved both the “Circle of Champions” and “Crest Achievement” awards.* Tom earned his CERTIFIED FINANCIAL PLANNER™ certification from the CFP Board of Standards in June 1985. He has also earned his Chartered Mutual Fund Counselor (CMFC) designation and Chartered Retirement Plan Counselor (CRPC) designation. Tom also taught financial planning for eight years at the College for Financial Planning.
Tom currently holds Series 7 and 63 licenses along with Life, Health, and Disability Insurance Licenses (California Insurance License #0567580).
He now works as a Financial Advisor for his personal clients on a team with John Manocchio, also a CFP® professional. Together, they and their staff continue to service their client’s ongoing financial planning needs.
Tom and his wife, Cyndie were married in 1979. They have three children: John, an Advisor Associate for Waddell & Reed, Laura, an elementary school teacher; and Julia, a teenager still living at home. They reside in Moorpark, CA.
Waddell & Reed is not affiliated with any other entities referenced.
*These awards are presented annually by Waddell & Reed and are based on an analysis of investments, insurance and financial planning sales generated by the advisor. For more information regarding the awards and dates received, please contact Tom.