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Personal Best Financial LLC

Personal Best Financial is a registered investment advisory firm providing fee-only financial planning and wealth management services to technology industry professionals, healthcare professionals and small business owners. Glenn Tom, CFP® is the founder and managing member of Personal Best Financial and founded his firm with the strong belief that the path to financial independence could be most efficiently guided by someone who is both a fiduciary advisor and has already achieved their own financial independence. In addition to being a CERTIFIED FINANCIAL PLANNER® professional, Glenn received his MBA in Finance and Marketing from The Wharton School, University of Pennsylvania.
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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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Advisors at this Office

Glenn Tom, BA, BS, CFP®, MBA
NAPFA-Registered Financial Advisor
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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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This Office

4263 Gilbert Street Oakland, CA 94611 Phone: (925) 257-2070

Primary Office

4263 Gilbert Street Oakland, CA 94611 Phone: (925) 257-2070
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