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Tom Faley
Private Wealth Manager
Faley & Associates
Bellevue, Washington 98004
What Tom does
I help busy and successful individuals and families make the most out of their financial lives including investments, retirement, tax, and estate planning.
What Tom does best
I provide comprehensive financial planning and investment management for clients.
Education
BSB in Finance, Univesity of Minnesota Carlson School of Management
Certified Financial Planner (CFP), American College, Denver, CO
Accredited Asset Management Specialist (AAMS), College for Financial Planning
Experience
I have worked as an independent wealth manager with Ameriprise since 1999. I provided Financial Education Planning for Microsoft from 1999 to 2003 and currently provide education for Weyerhaeuser employees.
Tom's location
Bellevue, Washington 98004
