About Abboud Financial planning

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Thomas M. Abboud
Registered Investment Advisor (RIA)

Meet Founder & President Thomas Abboud

Tom is the face behind Abboud Financial Planning. He has been in the financial advisory business for many years, building upon his experience and working hard to put his clients’ best interests first. He has received additional awards, training, and certifications, including:

  • Registered Investment Advisor (RIA)
  • Five Star Wealth Management Award
  • Million Dollar Roundtable Court of The Table Recipient
  • Certified in Personal Financial Planning
  • B.S. Global Business Management

A Note from Tom

I believe it is my duty to invest my time in understanding what is important to you. This gives me a clear idea of your long-term financial goals and helps me be your best advocate. My established process includes developing a strategy that’s completely personalized to you, as well as partnering with you throughout your life to help you stay on track.

We’re Here for You in More Ways Than One

Retirement_Lifestyle_Workbook-1

We provide a variety of financial services to help you prepare for your future, from saving for college to retirement planning and everything in between.

  • Fiduciary Investment Planning & Management
  • Retirement Planning
  • 401k Retirement Planning
  • 403b Retirement Planning
  • Education Funding (529 & Other Plans)
  • Risk Management Planning
  • Comprehensive Financial Planning (which can include the following)
    • Investment Selection & Management
    • Mutual Funds, Stocks, & ETF's
    • Real Estate Investment Strategies
    • Asset Allocation Analysis

Ready to get started? Fill out our contact form and you'll also receive a free Retirement Lifestyle Workbook!