Independent Private Wealth Advisor for Successful Families, Individuals and Business Owners@ Lincoln Financial Network
San Diego, California, United States
Tom Vieira
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Boston College
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FlashIntel GPT
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FlashIntel GPTTom Vieira is a highly experienced professional with 32.7 years of work experience in investments, wealth, financial services, retirement planning, and securities. Based in the United States, he provides fee-based comprehensive wealth management services to high net worth individuals and families. Tom's clients include successful business owners and professionals with complex financial situations, utilizing a sophisticated approach to financial planning. He is process-oriented and has a high value placed on building long-term relationships. Tom's work experience includes positions at Lincoln Financial Network, KBW, Fidelity Investments, and Jesuit Volunteer Corps.
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About
I provide fee-based comprehensive wealth management services to high net worth individuals and families. My clients include successful business owners and professionals with complex financial situations that require a sophisticated approach to financial planning. The work is process oriented with a high value placed on building long-term relationships. I live in Rancho Santa Fe, CA with my wife, Karen Butler, PhD., an art historian, and our children Loren and Claire.
Work Experience
Independent Private Wealth Advisor for Successful Families, Individuals and Business Owners
Private Wealth Advisor
Financial Services
Tom Vieira's Professional Milestones
- Private Wealth Advisor (2004-01-01~): Provided strategic financial planning solutions for clients, maximizing their retirement and maximizing their financial stability.
- Vice President (2002-01-01~2004-01-01): Transformed company culture and drove efficiency through strategic planning and execution.
Education
Economics,
Bachelors,
Bachelor Of Arts
1987-1991Skill
Investments
Wealth
Financial Services
Retirement Planning
Securities
Investment Strategies
Mutual Funds
Financial Planning
Series 7
Equities
Wealth Management
Portfolio Management
Investment Advisory
Asset Management
Asset Allocation
Financial Analysis
Comprehensive Financial Planning
Investment Management
Business Succession Planning
Estate Planning
Tax Reduction Strategies
Certification
Colleagues
Stephanie Cassedy
owner at financial wellness
Rick Stark
owner at richard a stark cpa
Salvatore Cocivera
Owner, Lincoln Financial Advisors
Lucas Burton, CRPC ®
Owner / Operator at Enchanted Mountains Financial
Charles R. (Trey) Mayhall, III CFP, CPA (inactive), CBEC
owner first financial group of the south
Other Named Tom Vieira
Frequently asked questions
We found 4 Tom Vieira's email addresses
We found 1 Tom Vieira's phone numbers
Tom Vieira's social media include: Linkedin,
Tom Vieira works for Lincoln Financial Network
Tom Vieira's role in Lincoln Financial Network is Independent Private Wealth Advisor for Successful Families, Individuals and Business Owners
Tom Vieira works in the industry of Financial Services
Tom Vieira's colleagues are Stephanie Cassedy,Rick Stark,Salvatore Cocivera
Tom Vieira's latest job experience is Independent Private Wealth Advisor for Successful Families, Individuals and Business Owners at Lincoln Financial Network
Tom Vieira's latest education in Boston College
