Tom Guillebeau, CFP^®, ChFC^®, CPFA^®

Designations and licenses

Tom is a CERTIFIED FINANCIAL PLANNER® professional, Chartered Financial Consultant® and a Certified Plan Fiduciary Advisor.

Experience and education

Tom provides comprehensive financial advisory services to high-net-worth individuals and their families to help them achieve their goals.

Prior to joining Mariner, Tom was a financial advisor at Weiner Benefits Group, where he partnered with businesses to design customized retirement plans and helped individuals with investment solutions and comprehensive financial planning. Before that, he was a financial advisor at Merrill Lynch and Morgan Stanley.

Tom has a bachelor’s degree in economics from the University of Maryland.

Personal interests

Away from the office, Tom enjoys spending time with his wife and two children, running and supporting the Philadelphia sports teams.

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP^®, CERTIFIED FINANCIAL PLANNER^®, and CFP^® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.