Tom Bennett is a Training Manager for the Irvine, California office. He is responsible for financial education of both his current clients and the newest Financial Executives at the Irvine office. Tom has 20 plus years of financial and investment experience which he uses to help build trust and long term relationships with current and future clients.
Prior to joining Trilogy Financial in 2011, he worked as principal and manager of Member Investment Services for SchoolsFirst Federal Credit Union for 8 years. He earned his degree in Economics from the University of California, San Diego, and began his career as an investment and insurance executive in San Diego. Tom currently is a CERTIFIED FINANCIAL PLANNER™ Professional and an Investment Advisor Representative of LPL Financial.
He has concentrated on helping people by listening to their financial and retirement objectives, helping them manage their risks and then creating strategies with the goal to help deliver results. He understands by educating his clients he can help them plan for tomorrow. His mission is to provide unbiased planning and help his clients build strategies towards an enjoyable, comfortable retirement.