Working with a CFP® Professional Not only was Tom Faley listed on the Forbes 2019 “Best in State Wealth Advisors” list,* but he is also a CERTIFIED FINANCIAL PLANNER™ professional who is passionate about helping others. Backed by more than 20 years of industry experience, the rigorous education of the CFP® program, and being an Army Veteran, Tom is uniquely qualified to help you achieve your goals.
Thomas J. Faley, CFP®, CRPC®, AAMS®
EDUCATION CFP® professionals must master nearly 100 integrated topics, including planning in the following areas: investments, taxes, retirement, estates, insurance, and financial management.
EXPERIENCE To earn the CFP® certification, these professionals must have a minimum of three years’ experience in the personal financial planning process, thus possessing financial counseling skills and knowledge.
Managing Director – Investments
ETHICS
To learn more about Tom, our team, and what we believe are the advantages of working with a CFP® professional, please call (425) 450-2230 or visit our website at faleyeckermanwmg.com
All CFP® practitioners must pass a background check and agree to abide by a strict code of professional conduct, which sets forth their ethical responsibilities to the public, their clients, and their employers.
*Ranking algorithm based on industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC, which does not receive compensation from the advisors or their firms in exchange for placement on a ranking. Investment performance is not a criterion.
Investment and Insurance Products:
NOT FDIC Insured
NO Bank Guarantee
MAY Lose Value
Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company. 0319-05255
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