Tom Hanna
Areas of Expertise
Qualifications & Experience
- Bachelor’s in Finance, California State University at Fullerton
- Master's in Finance and Economics, West Texas A&M
- Chartered Financial Analyst®
Media
Words to Live By
Client Experience Professionals
Team Members
About
Tom’s nine years of experience spans life insurance, financial planning, portfolio management, and tax optimization.
It was the challenges of the great financial crisis that originally motivated Tom to pursue a career in finance. He began his career in the life insurance industry, prior to becoming a licensed banker and then a Chartered Financial Analyst, and a financial consultant before joining Farther. He currently works doing financial planning, tax planning, estate planning, investment advice, and portfolio management for his clients. He enjoys the holistic nature of being a wealth advisor and advising clients on their portfolios and financial decisions.
Based in his hometown of Riverside, CA, Tom’s favorite hobbies with family and friends include traveling, movies, rock climbing, snowboarding, and board games.