Tom Peterson, MSFS, CFP®, CLU®, ChFC® - Eagle Strategies
New
Offers online services
New
Offers online services
About
I take great satisfaction in being able to provide clarity to my clients. Whether they are on the right trajectory or they need to make some changes, my clients appreciate knowing where they stand and what they need to do.
I love to see the effect that personalized planning has on my clients' finances. I strive to empower my clients to make educated financial decisions that will help them better prepare for future financial events.
Photos and videos
No reviews (yet)
Ask this provider for references. There's no obligation to hire and we’re here to help your booking go smoothly.
Frequently asked questions
What education and/or training do you have that relates to your work?
In 2019 I obtained a Masters of Science in Financial Services (MSFS) degree from the American College of Financial Services. Additionally, I have been a Certified Financial Planner (CFP®) since 1999 and hold the Charter Financial Consultant (ChFC®) and the Charted Life Underwriter (CLU®) designations as well.
Services offered
Financial Services And Planning