Meet Your Advisor
About Tom Herrin, CFP®
Prior to joining the financial services industry, Tom worked with a small local business within the Federal Way community and he served as a human resources administrator with another company. As a Past President of the Kiwanis Club of Federal Way, he is actively engaged in community service within South King County.
As a committed believer in professional education, Tom has earned the CERTIFIED FINANCIAL PLANNER™ certification from the CFP Board of Standards Inc. in Washington D.C. Additionally, Tom has earned the Chartered Life Underwriter™ and the Chartered Financial Consultant™ professional designations from The American College in Bryn Mawr, Pennsylvania. He also holds a Bachelor of Arts degree in History from the University of Puget Sound in Tacoma, Washington.
Professionally, Tom helps disciplined people who know enough about their finances to know they do not want to do it themselves. Typically, these people are serious about accumulating assets for retirement; worried about running out of assets while retired or concerned that their assets might not effectively transfer to their favorite charities or loved ones upon passing away.
ABout Financial Advocates
Financial Advocates serves as a financial advisor’s primary ally through the transition, growth, and ongoing management of an independent practice. They provide client care, compliance, marketing, and business succession support to their partnered advisors. Financial Advocates’ experienced and diverse staff is able to effectively assist advisors in several key areas, removing the obstacles advisors encounter when managing an independent practice.
For more information about Financial Advocates, visit www.financialadvocates.com
ABOUT LPL FINANCIAL
LPL Financial is one of the nation’s leading financial services companies and a publicly traded company under ticker symbol LPLA. The firm’s mission is rooted in the belief that objective financial guidance is a fundamental need for everyone. LPL does not offer proprietary investment products or engage in investment banking activities; this means advisors affiliated with LPL are not pressured or influenced by LPL to sell its products. Thousands of financial advisors nationwide are able to rely on the firm’s tools and resources to help them provide financial guidance and recommendations to help meet their clients’ needs.
For more information about LPL Financial, visit www.lpl.com.