Tom Stefaniak Email & Phone Number
Managing Director, Partner @ Beacon Pointe
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Tom Stefaniak Location
- Denver, CO, US
Tom Stefaniak Work
- Managing Director, Partner @ (February 2023 - Present)
- Financial Advisor @ (September 2004 - March 2023)
- Member Board of Directors @ Denver Academy School (July 2013 - June 2019)
- Financial Advisor @ Stefaniak Wealth Management (January 1998 - January 2004)
- Financial Advisor @ (January 1987 - January 1998)
Tom Stefaniak Education
- University of Wisconsin - Milwaukee
Bachelor of Business Administration (Real Estate, Finance)
1980-1984
Tom Stefaniak Skills
- Asset Management
- Estate Planning
- Financial Analysis
- Investment Advisory
- Investments
- Mutual Funds
- Portfolio Management
- Retirement
- Retirement Planning
- Series 7
- Strategic Financial Planning
- Wealth Management
Tom Stefaniak Summary
- Tom Stefaniak, based in Denver, CO, US, is currently a Managing Director, Partner at Beacon Pointe. Tom Stefaniak brings experience from previous roles at Pinnacle Wealth Management Denver, CO, Denver Academy School, Stefaniak Wealth Management and American Express Financial Advisors. Tom Stefaniak holds a 1980 - 1984 Bachelor of Business Administration in Real Estate, Finance @ University of Wisconsin - Milwaukee. With a robust skill set that includes Asset Management, Estate Planning, Financial Analysis, Investment Advisory, Investments and more.
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