Tom Penland

Thomas Penland is an Educator with Financial Education Partnership, one of the largest and fastest growing financial education 501(c)(3) nonprofits in the country.

Thomas says, “Financial peace of mind comes from good decisions and good decisions come from financial education.”  With 38+ years in the financial industry, he understands the importance of a solid financial foundation. Tom knows, “One’s financial foundation can only be solid if it is built upon the solid ground of clarity”.

After many years of working for both large and small financial firms, everything came together for Thomas to start a full-service financial planning firm designed around education and understanding, one that provides peace of mind. In 2007 Tom founded his own financial advisory firm, as the antidote for traditional financial advising. The goal being, to provide everything needed to maximize one’s financial life.

After laying the groundwork, building strategic partnerships and looking at the process and experience from the layperson’s point of view, he has become one of Southern California’s most sought out advisors and educators. He has been a volunteer educator for more than 10 years and we are excited to have Tom as one of our Chapter Directors and instructors.

As an RICP®, Retirement Income Certified Professional, Tom’s #1 area of expertise and passion is assisting people with unique strategies that will allow them to make the most of the assets they have worked so hard for, so they don’t run out of money. He says, “retirement is not the time to get rich, it is the time… not to lose.” Tom works to educate and help people of all ages on a wide variety of financial issues. His workshops offer an opportunity to ask new questions and to see a new and brighter path, one that leads to success.