Tom McLean Email & Phone Number
Founder and Principal
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Tom McLean Location
- Olympia, WA, US
Tom McLean Work
- 2018 -now Founder and Principal @ Advitica Financial Planning LLC.
Tom McLean Education
- Texas Tech University
Masters
2010-2012 - Georgia Southern University
Bachelor of Science (BS)
1986-1990 - Statesboro
Tom McLean Skills
- Investments
- Portfolio Management
- Philanthropy
- Financial Advisory
- Financial Planning
- Cash Flow
- Investment Planning
- Estate Planning
- Morningstar
- Charitable Giving Strategies
- Wealth Management
- Strategy
- Retirement
- Life Planning
- Investment Advisory
- Project Planning
- Microsoft Excel
- Management
- Education Planning
- Insurance Planning
- Strategic Financial Planning
- Wealth
- Retirement Planning
- Finance
- Asset Allocation
- Personal Financial Planning
- Financial Planners
Tom McLean Summary
- Tom McLean, based in Olympia, WA, US, is currently a Founder and Principal at Advitica Financial Planning LLC.. Tom McLean holds a 2010 - 2012 Masters @ Texas Tech University. With a robust skill set that includes Investments, Portfolio Management, Philanthropy, Financial Advisory, Financial Planning and more. Tom McLean has 4 mobile phone numbers on RocketReach.
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