Helping his clients realize their financial goals is
the most rewarding part of being a financial
advisor for Tom Chun. Tom assists clients in
managing, accumulating, and distributing wealth.
He helps clients manage their assets to attain their
financial goals so that they can enjoy financial
independence and personal freedom.
As a CERTIFIED FINANCIAL PLANNER (CFP®)
practitioner, Tom takes a coordinated approach in
advising his clients to help them achieve their
financial goals. He graduated from the University
of California at Berkeley with a B.A. in Economics.
He also holds a Masters of Business Administration
from Santa Clara University, as well as the
Chartered Life Underwriter (CLU) and Chartered
Financial Consultant (ChFC) designations from The
American College.
the most rewarding part of being a financial
advisor for Tom Chun. Tom assists clients in
managing, accumulating, and distributing wealth.
He helps clients manage their assets to attain their
financial goals so that they can enjoy financial
independence and personal freedom.
As a CERTIFIED FINANCIAL PLANNER (CFP®)
practitioner, Tom takes a coordinated approach in
advising his clients to help them achieve their
financial goals. He graduated from the University
of California at Berkeley with a B.A. in Economics.
He also holds a Masters of Business Administration
from Santa Clara University, as well as the
Chartered Life Underwriter (CLU) and Chartered
Financial Consultant (ChFC) designations from The
American College.
| TOM P. CHUN CFP®, ChFC, CLU, EA, MBA |
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In addition, Tom is an Enrolled Agent (EA), which allows him to represent
clients before the IRS. He does not only provide financial and tax planning, but
also tax preparation. He is an active member of the Mission Society of Enrolled
tax preparation, and as a senior financial analyst, ranging from small companies
to large Silicon Valley high-tech corporations.
As a person who enjoys and values learning, Tom believes that keeping up-to-
date on the latest financial trends and issues helps him provide professional
informed client is in a better position to make sound financial decisions.
Recognizing the importance of planning for the present and the future, Tom is
pursuing his true passion in life and helping others achieve their financial goals.
When Tom’s not in the office, his outside interests include swimming, tennis, and
traveling.
clients before the IRS. He does not only provide financial and tax planning, but
also tax preparation. He is an active member of the Mission Society of Enrolled
tax preparation, and as a senior financial analyst, ranging from small companies
to large Silicon Valley high-tech corporations.
As a person who enjoys and values learning, Tom believes that keeping up-to-
date on the latest financial trends and issues helps him provide professional
informed client is in a better position to make sound financial decisions.
Recognizing the importance of planning for the present and the future, Tom is
pursuing his true passion in life and helping others achieve their financial goals.
When Tom’s not in the office, his outside interests include swimming, tennis, and
traveling.
| Copyright © 2009 Honu Wealth Management |
