Tom Lundgaard Email & Phone Number
Co-Managing Partner
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Tom Lundgaard Location
- Scottsdale, AZ, US
Tom Lundgaard Work
- Co-Manager, Senior Financial Advisor @ (February 2009 - Present)
- Co-Managing Partner @ Watermark Wealth Strategies, LLC (January 2009 - Present)
- Senior Financial Advisor @ (January 1996 - January 2009)
Tom Lundgaard Education
- Arizona State University
BS (Business)
1974-1979
Tom Lundgaard Skills
- Strategic Financial Planning
- Investments
- Retirement Planning
- Estate Planning
- Insurance
- IRAs
- Finance
- Wealth Management Services
- Investment Strategies
- Retirement
- Investment Advisory
- Series 63
- Financial Planners
- Series 7
- Fixed Annuities
- Asset Allocation
- 401k
- Alternative Investments
- Team Building
- Customer Service
- Leadership
- Mutual Funds
- Wealth
- Sales Management
- Budgets
- Series 66 IAR
- Business Retiremnet Plans
- Accounting
- Strategy
- Microsoft Office
- Project Management
- Financial Reporting
- Business Strategy
- Microsoft Excel
- Training
- Financial Analysis
- Change Management
Tom Lundgaard Summary
- Tom Lundgaard, based in Scottsdale, AZ, US, is currently a Co-Managing Partner at Watermark Wealth Strategies, LLC. Tom Lundgaard brings experience from previous roles at Watermark Wealth Strategies and The Householder Group. Tom Lundgaard holds a 1974 - 1979 BS in Business @ Arizona State University. With a robust skill set that includes Strategic Financial Planning, Investments, Retirement Planning, Estate Planning, Insurance and more. Tom Lundgaard has 2 emails on RocketReach.
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