Tom Baumler, CFP®MANAGING DIRECTOR
In addition to providing strategic financial consulting, Tom manages the day-to-day operations of Asset One, (a division of United Capital). Tom began his financial planning career at Financial Architects in 1985 after receiving his Master's Degree from CSU. A CERTIFIED FINANCIAL PLANNER™ professional since 1988, Tom specializes in business, estate, and insurance planning. While his clients appreciate Tom has an easy-going style, extensive background in business management and financial consulting, enabling him to share seasoned advice to help support client's financial goals.
Registered Representative of and offering securities through Cetera Advisor Networks LLC (“Cetera”, doing insurance business in CA as CFGAN Insurance Agency), member FINRA/SIPC. Investment Advisory services offered through United Capital Financial Advisers, LLC (“United Capital”), an investment adviser registered with the SEC, and an affiliate of Goldman Sachs & Co. LLC and subsidiaries of The Goldman Sachs Group, Inc., a worldwide, full-service investment banking, broker-dealer, asset management and financial services organization. United Capital does not provide legal, tax or accounting advice. Clients should obtain their own independent legal, tax or accounting advice based on their particular circumstances. Cetera is under separate ownership from any other named entity.