Broker Check
Tom Gartner, MSAPM, CFP®

Tom Gartner, MSAPM, CFP®

Certified Financial Planner Professional


Check out my blog here

Advisors often work within a “niche” – providing services to a specific clientele.

I particularly enjoy working with widows looking for professional investment and financial planning expertise, and any other kind people, seriously interested in multi-generational tax and wealth transfer strategies to optimize for their family.


These clients can need a fair amount of help, appreciate it, and will likely execute on the plan.

I grew up with an especially close relationship with my grandparents, so I tend to gravitate to my elders.

The gratitude means a lot to me. So this is a positive feedback loop where I thrive.

Helping people when away from my family is the goal, so this is how I can make a high impact.

Not having to entertain the latest wild ideas from CNBC helps a lot too. That is my professional kryptonite.

Aside from ongoing planning, I regularly drop whatever I’m doing to help clients during major life events such as illnesses, deaths, career changes, and other difficult circumstances.

Those who know me are aware I’m a voracious learner. The best of what I find is often shared on LinkedIn or in my periodic newsletters. My content also features things beyond current financial insights – you might also see pictures of my family in addition to Ichthyology (I’m a fish nerd!) and some humor.

I believe in giving back when I can do so efficiently and with high impact. I enjoy providing pro bono financial planning services. I support and serve enthusiastically on the board of the Let’s Go Fishing with Seniors charity.

Along with my financial planning experience, I have the formal education and certifications:

> A finance degree from The University of San Diego with a minor in psychology
> A Certificate in Financial Planning from Southern Methodist University
> A Masters of Security Analysis and Portfolio Management (MSAPM) from Creighton University
> I am also a CERTIFIED FINANCIAL PLANNER™ professional

Away from the office, I cherish spending time with my wife Allison and our four children. We love boating, fishing, traveling, and mostly just being together.

I encourage you to check out some of my articles if you want to learn more about me and what I do.

Thanks for taking a look, and I look forward to hearing from you if you think we should talk!


-Tom Gartner, MSAPM, CFP®





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