Thomas J Faley

An Ameriprise Platinum Financial Services® Practice
Thomas J Faley
CFP®, AAMS®, CRPC®
Manager
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(425) 646-8212
601 108th Ave NE Ste 1800
Key Center Bldg
Bellevue, WA 98004


tom.j.faley@ampf.com

Contact Information


(425) 646-8212
601 108th Ave NE Ste 1800
Key Center Bldg
Bellevue, WA 98004

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www.ameripriseadvisors.com/tom.j.faley

My Philosophy

I possess the experience and qualifications to help you reach your financial goals.

Financial planning provides direction and meaning to your financial decisions. By viewing each financial decision as part of a whole, you can consider the impact on your entire financial situation — no matter where you are in achieving your goals and dreams. Our unique and collaborative Dream> Plan> Track> ® approach to financial planning starts with your dreams, not just the numbers. If you are truly serious about planning to make your dreams come true, then engaging in an ongoing financial planning relationship can be the most valuable investment you can make. Ultimately, it means that you and I have one unified plan to help you bring your dreams to life — one that focuses not just on getting you through the day to day, but on future outcomes you hope to achieve.

Experience

Qualifications

  • Member, Financial Planning Association
  • Senior Financial Advisor
  • Bachelor of Science Degree

Professional Associations


Community Participation

I work with the local Make A Wish chapter to help grant wishes as well as raise money to help fund them.

Make A Wish Foundation

License information

I am licensed and registered to conduct business in WA.

Based on licenses and registrations I hold, I may also conduct certain business in AZ, CO, MN, NC, OR, PA, SC, UT, CA, NJ

CA Insurance #0G79661

Brokerage, investment and financial advisory services are made available through Ameriprise Financial Services, Inc. Member FINRA and SIPC. Some products and services may not be available in all jurisdictions or to all clients.

Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP® CERTIFIED FINANCIAL PLANNER and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.

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AREAS OF FOCUS
  • Investment Advice
  • Income Tax Planning Strategies
  • Retirement Planning Strategies
  • Protection and Insurance
  • Saving for Education
  • Asset Allocation
  • Employee Stock Options
  • General Financial Planning

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My Location

Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP® CERTIFIED FINANCIAL PLANNER and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.