Broker Check

100 Old Wilson Bridge Road
Suite 214
Worthington, OH 43085

Retirement & Wealth Planning, Inc.

614.785.6600

 
Thomas D. Wyatt, JD, CFP

Thomas D. Wyatt, JD, CFP

Financial Advisor

Tom is a 2003 graduate of the Capital University Law School. Tom was admitted to the Ohio Bar in 2003, but does not practice law. Tom is also a graduate Magna Cum Laude of the University Of Toledo School Of Business, with areas of concentration in Finance and Management.

Tom holds the CFP (Certified Financial PlannerTM) Certification. The CFP certification is awarded to individuals who successfully complete CFP Board's initial and ongoing certification requirements. Individuals certified by CFP Board have taken the extra step to demonstrate their professionalism by voluntarily submitting to the rigorous CFP certification process that includes demanding education, examination, experience and ethical requirements.

Tom has been working in the life insurance industry since 2000, and has been working with Boord & Associates in the areas of retirement planning and financial planning for over 10 years. Tom has been a member of the Society of Financial Service Professionals, the Ohio Bar Association and the Columbus Bar Association since 2003.

Tom also holds the Series 7 and 63 securities licenses and various insurance licenses. Tom is a licensed life and health insurance agent, a resident licensee in Ohio, and a nonresident in other states.

Registered Representative and Financial Advisor of Park Avenue Securities and Financial Representative of Guardian.

Check the background of this investment professional on FINRA’s BrokerCheck.