Tom Stecik, CFP®, CLU

CERTIFIED FINANCIAL PLANNER™ Practitioner

Whether you are a retiree, business or professional practice owner/executive, or employee, you can benefit from Tom’s more than 25 years of personal financial planning and Qualified Retirement Plan experience. Tom’s objective is always to understand your goals, dreams and “vision of the future” as the cornerstone for developing strategies to help you pursue them!

An added benefit for Tom’s employer clients is his hands-on experience reviewing the design, operation, performance and cost of group retirement plans to find opportunities for improvement. He strives to positively impact your plan and organization’s performance by assessing management’s risk inherent in an ever-expanding regulatory environment and elevating employees’ appreciation of the important role that these valuable benefit programs play in their futures.

Tom holds a B.S. Business Administration from Philadelphia University and a M.B.A. – Finance from the University of Houston. He is a CERTIFIED FINANCIAL PLANNER™ Practitioner (CFP®) and Chartered Life Underwriter (CLU). Prior to his practice as an independent planner/advisor through LPL Financial, Tom was a Financial Planning Advisor and Retirement Plan Specialist with VALIC Retirement Services Company. His career further includes senior business-systems consulting and operations management positions with the former American General Corporation and American General Investment Corporation.

The Stecik’s reside in Argyle, TX where Tom is active in community service and involved in the enhancement of our profession as a member of the Dallas-Fort Worth Chapter of The Financial Planning Association.