bio
Tom Krusic joined intellicents in May 2021 as a Financial Consultant. He brings over a dozen years of experience with his greatest talents found in Tom’s ability to make sense out of a highly regulated financial services world and prepare people for their future.
He possesses extensive knowledge regarding corporate retirement plans, employee education, and personal financial planning, which has enabled him to clearly chart the best path for his clients throughout all phases of their financial journey. Tom's expertise in retirement planning, Qualified retirement plans, financial planning, and wealth management have been critical in helping clients reach their personal financial goals. He believes everyone has the right to access conflict free advisors to help them on their journey and achieve their dreams.
education & certifications
Tom graduated with a B.S. from Loyola Marymount University in Los Angeles. In 2018, he earned his designation as a CERTIFIED FINANCIAL PLANNER™ practitioner from the International Board of Standards and Practices for Certified Financial Planners.
Additionally, Tom holds the following designations and previously passed securities exams:
Series 65 - Uniform Investment Advisor
Accredited Investment Fiduciary
Qualified 401k Admin
Qualified Pension Admin
Certified Pension Consultant
my idea of
living the dream
Having the ability to be part of an amazing community personally and professionally where everyone empowers others to be their best self, try new things, and support a future of growth and equality.
dream job
this is my
I get to be of service to others everyday helping them achieve their goals and dreams. What could be better? This passion started with my time in the US Peace Corps and has followed me ever since.
this is how i
make it real
Building relationships, volunteering, solving problems for clients, celebrating successes, learning from failure, and loving life.