Tom McLean (CFP®, MSFP)

Tom McLean focuses in the
following client markets or areas of practice:

  • Charitable Giving
  • Estate & Generational Planning Issues
  • Investment Advice with Ongoing Management
  • Retirement Plan Investment Advice
  • Retirement Planning & Distribution Rules
  • Socially Responsible Investments

Planning Specialties

Tom McLean became a finacial advisor because he enjoys helping people and he likes understanding and researching financial issues.  After working for a brokerage firm, Tom realized that to further himself as a professional, he needed to become a CFP®. Tom has a Master's Degree in financial planning from Texas Tech University.  He enjoys helping clients with a range of issues including planning for and creating financial independence, developing strategies to acheive each client's unique goals, incorporating smart tax planning, investment management, estate and charitable planning.

 

Additional Information

Tom and his family live in Olympia, Washington.  With a 15 year old, many of his after-work activities revolve around his daughter's life.  Tom and his family also enjoy the outdoors and incredible hiking opportunities in the Pacific Northwest.  Additionally, Tom likes reading, gardening, attending his daughter's SOGO concerts, and playing tennis in his spare time. 

NAPFA Start Date

January 02, 2015

Submit
Submit

This Office

400 Union Ave SE Ste 200 Regus Office Suites Olympia, WA 98501-2060 Phone: (360) 292-9314