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Our financial advice team


Tom Chandler

Tom Chandler

CFP®, CIMA®, CPWA®

Private Wealth Advisor

Managing Director
The Chandler Group
28
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Client Satisfaction 5.0 out of 5 rating based on 20 reviews

Background and qualification information is available at FINRA’s BrokerCheck website.

Areas of focus

  • Tax Planning Strategies
  • Wealth Preservation Strategies
  • Retirement Income Strategies
  • Small Business
  • Estate Planning Strategies
  • Social Security Retirement Benefits

Interests

“The longer I live the more beautiful life becomes.”-Frank Lloyd Wright

When not working Tom enjoys spending time outdoors. On the weekends you can usually find him mountain biking the hills of Auburn, hiking the trails around Folsom lake with his family or in the winter skiing the slopes of Squaw Valley. Tom and his family are 25 year residents of the Sacramento area where he resides with his wife Heidi and their 3 children.

Awards & recognition

  • Five Star Wealth Manager, 2015 - 2019, 2021
  • Ameriprise Circle of Success, 2020

Qualifications

  • CIMA® Certified Investment Management Analyst®
  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner
  • CPWA® Certified Private Wealth Advisor

Education

  • BS Bachelor of Science , Finance, California State Univesity, Sacramento

Previous experience

  • Retirement Specialist, Partner: local Registered Investment Advisory Firm, 1999-2014
Newsletter

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Community participation

My family and I volunteer throughout the year to help families in our community.