Jeff Tomlinson is a Financial Consultant, a Chartered Retirement Planning Counselor and has 15 years of financial services industry experience. Jeff has been helping people set and reach their financial goals by working to develop a personalized plan with realistic steps to help clients move toward their objectives, while keeping them in financial control along the way. Jeff is an active speaker and educator on a wide range of financial topics including wealth management and retirement income strategies.
He is involved in the local community, including helping those in the prison system and speaking to the youth in the public school system about finances. He also enjoys family activities such as building and preserving puzzles and enjoying strategy board games with his wife and their daughter.
He is an Investment Adviser Representative with LPL Financial and holds the FINRA series 7, series 66 securities registrations through LPL Financial and Life, Health and Variable Annuity insurance licenses. He holds degrees in both Accounting and Business and holds the Chartered Retirement Planning Counselor (CRPC) designation.