Thomas Sim Location
- Laguna Beach, CA, US
Thomas Sim Work
- 2024 - now Financial Advisor @
- 2004 - 2024 Financial Professional @
- 1990 - 2024 Managing Director @ Tax & Financial Partners, Inc.
Thomas Sim Education
- USC Marshall School of Business
Marketing (BUSINESS, MANAGEMENT, MARKETING, AND RELATED SUPPORT SERVICES)
1988 - 1990 - College for Financial Planning
Chartered Retirement Planning Counselor
- The American College of Financial Services
Chartered Financial Consultant, Chartered Life Underwriter
Thomas Sim Skills
- Financial Advisory
- Wealth Management
- Long-term Care
- Sales
- Strategic Planning
- Leadership
- Microsoft Office
- Project Management
- Marketing
- Microsoft Excel
- Public Speaking
- Long Term Care
- Investments
- Asset Management
- Finance
- Disability Insurance
- Retirement Planning
- Employee Benefits Design
- Investment Management
- Life Insurance
Thomas Sim Summary
- Thomas Sim, based in Laguna Beach, CA, US, is currently a Financial Advisor at LPL Financial. Thomas Sim brings experience from previous roles at Lincoln Financial Securities Corporation and Tax & Financial Partners, Inc.. Thomas Sim holds a 1988 - 1990 Marketing in BUSINESS, MANAGEMENT, MARKETING, AND RELATED SUPPORT SERVICES @ USC Marshall School of Business. With a robust skill set that includes Financial Advisory, Wealth Management, Long-term Care, Sales, Strategic Planning and more. Thomas Sim has 1 emails and 1 mobile phone numbers on RocketReach.
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