Tom
Wood
CFP®, ChFC®, CLU®
Here to act in your best interests
About me
My professional mission as a financial planner is to help my clients optimize both their short- and long-term financial security while consistently providing them with what I like to call financial peace of mind. In my spare time, I enjoy sharing experiences with my family, travel, golf, sailing and photography.
Certifications
CERTIFIED FINANCIAL PLANNER™
Chartered Financial Consultant®
Chartered Life Underwriter®
Education
Bachelor of Science, Commerce - University of Virginia
Visit one of our Locations
Washington DC III - Fairfax
4000 Legato Road
8th Floor
Fairfax, VA 22033
Working with Us
The further you go in your financial life, the more complex it becomes. That’s why you need a partner who can help you plot a course. Whether you’re accumulating wealth, transitioning into retirement or strengthening your legacy, your financial planner is by your side along the way. From tax planning to estate planning, your planner can also tap into our in-house experts for an extra layer of financial planning insight as well as our client service associates who can provide you with additional resources and support.
Certain services provided on an educational and guidance basis only.
