Strategies for Wealth—Tommy Cho
Financial planner for families and small businesses: building overarching and flexible plans that centers on maximizing cash flow, minimizing taxes, and achieving my clients’ goals.
Contact at: tommy.cho@strategiesforwealth.com
Leveraging my 17 years on Wall Street and various other career experiences growing small and large companies, I am a financial planner for families and small businesses. I have found this work much more rewarding and important as the financial environment around us changes.
I focus on understanding my clients’ short, medium, retirement, and legacy goals. Together, we embark on a financial journey with thoughtful analysis of all things that impact their financial lives. I use different financial tools and levers to build an overarching and flexible plan that centers on maximizing cash flow, minimizing taxes, and achieving my clients’ goals.
Education: MBA, The Tuck School of Business at Dartmouth College; BS Chemical Engineering, The University of Texas at Austin
Licenses: Series 7, Series 66, Life and Health
Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. Strategies for Wealth is not an affiliate or subsidiary of PAS or Guardian. CA Insurance License Number: 4531743
Tracking Number 9080324.1
Personal Planning
Financial Organization • Insurance • Investments
Estate & Tax Strategies
Trust Design • Life Insurance • Rollovers • Qualified Plans • Pensions
Employee Benefits
Group Life • Group Disability • Qualified Plans • Ancillary/Volunteer Benefits
Cash Flow Protection
Budgeting • Whole Life Insurance • Term Life Insurance • Annuities • Disability Insurance • Long Term Care Insurance
Business Planning
Exit Planning • Key Person Insurance • Buy-Sell Agreements • Executive Compensation • Pension Design • Qualified Plan Design • Business Valuations