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Tom Gartner, MSAPM, CFP®

Tom Gartner, MSAPM, CFP®

Certified Financial Planner Professional

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What gives Tom the right to be trusted by his clients? Integrity.  It is this foundational principle that makes Tom a no-nonsense, “no bull,” CERTIFIED FINANCIAL PLANNER™ professional.

Consistently, Tom is a true advocate for his clients, repeatedly looking out for their best interests.

Tom’s innate honesty and goodness were instilled by his upbringing and reinforced by his solid, high-quality education from The University of San Diego, where he earned his degree in finance and a minor in psychology.  With this concrete background as a foundation, Tom has the knowledge and experience needed to help his clients plan for their financial futures.  Truly, Tom is dedicated to providing impeccable service to secure the financial futures of his clients. 

Instinctively, Tom knows how to treat his clients’ right, offering straightforward financial advice, and is rewarded with long-term relationships because of this ability and dedication.  This has been Tom's philosophy for more than a decade now:  “My confidence and passion in dealing with financial markets, allows me to comfortably work exclusively with clients on a fiduciary basis. That means I am held to a standard of only representing the needs of the clients, not my own or the company’s needs.”

As a CFP® professional, Tom takes the work he does for his clients seriously, which has driven Tom to continue his education.  Tom earned a Certificate in Financial Planning at Southern Methodist University and recently completed his Masters of Security Analysis and Portfolio Management from Creighton University.

In addition to his devotion to financial planning, Tom believes in sharing and giving back to the community that has placed their confidence in his abilities. He does this by performing pro bono work for those most in need.

Spending quality time with his wife Allison and their four children is an important part of Tom's non-business world. He enjoys boating and taking the time to relax with family and friends, as he believes it is important to step away from the numbers occasionally: “It gives me a chance to refresh and see a bigger picture, giving 110% for my clients.”

Tom Gartner is not registered with Woodbury Financial Services.