Tom Picardy

Tom Picardy Work

P

Founder

@ Picardy Wealth Management

CERTIFIED FINANCIAL PLANNER™

@ LPL Financial

N

Financial Planner

@ New England Financial

Tom Picardy Education

2003 - 2004 Grand Valley State University
1997 - 2001 B.S. in B.A. in Corporate Finance

Central Michigan University

Tom Picardy Skills

Retirement PlanningFinancial AdvisoryLife InsuranceWealth ManagementRetirementIRAsSecuritiesFinanceFinancial Planners401kInvestment ManagementEmployee BenefitsMutual FundsAsset ManagmentEstate Planning401k Rollovers529 PlansCustomer ServiceFinancial ReportingFinancial ServicesCertified Financial PlannerStartupsConsultingCorporationsProject PlanningMarketing StrategyServicesInvestmentsFinancial AnalysisInvestment AdvisoryIar

Tom Picardy Contact Information

Work email●●●●●●●●@company.com

Personal email●●●●●●●●@gmail.com

Phone+● ●●● ●●● ●●●●

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Tom Picardy currently works at Picardy Wealth Management as Tom Picardy - Founder at Picardy Wealth Management.

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