Director of Client Services / Partner

Tom Dodd

Born and Raised in Southern California, Tom received a Bachelors of Art in Liberal Studies with an emphasis in Asian History from the University of Washington. He started his 15+ year finance career in Western Washington, before the sunshine called him back to southern California. As the Director of Client Services, Tom works closely with clients to offer an increased level of financial knowledge and understanding, as well as providing support for their current and future investment strategies. When Tom isn't working hard to help clients, he is busy at home or on the road camping with his wife and 4 kids.

Tom Dodd holds the following licenses: 6, 7, 26, 63, 66, and Life, Health & Disability Insurance. CA Insurance #0D46546


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