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Our financial advice team


Thomas Hoover

Thomas Hoover

CFP®, MBA, CRPC®, APMA®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
TruBridge Wealth Advisors
17
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Background and qualification information is available at FINRA’s BrokerCheck website.

Areas of focus

  • Retirement Planning Strategies
  • Wealth Preservation Strategies
  • Investment Management
  • Saving for Education
  • Sustainable and Responsible Investing
  • Business Retirement Plans
  • Retirement Plan Distribution

Interests

My wife and I are passionate about traveling. We enjoy learning about new cultures and exploring new cities. We have traveled to over 12 countries and have goals to continue our quest for adventure throughout our lives. My favorite country so far has been Ireland. That should be of no surprise when you learn that my dog's name is "Dublin Pint Stout".

Here in the Pacific Northwest, we spend our weekends at the coast, on the golf course or in a new restaurant.

Something people don't know about me? I love to read about U.S. history; I've walked across the Swilcan Bridge at St. Andrews and, I have touched the Stanley Cup.

Awards & recognition

  • Five Star Wealth Manager, 2015, 2016

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner
  • CRPC® Chartered Retirement Planning Counselor℠
  • APMA® Accredited Portfolio Management Advisor℠
  • Masters in Business Administration

Education

  • MBA - Willamette, University, Salem, OR
  • B.S., Finance - Calif State University Sacramento, Sacramento, CA

Professional associations

  • Financial Planning Association
Newsletter

to receive my newsletters and other financial and market information

Community participation

  • National Day of Service