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Thomas Robertson is a seasoned financial expert with expertise in due diligence, insurance, estate planning, wealth management, and retirement planning. He has extensive experience as an expert witness and has handled fiduciary litigation cases. Certified as a Chartered Life Underwriter (CLU) by The American College of Financial Services, he provides financial advisory services to clients in Tulsa, Oklahoma.
Credentials
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Chartered Life Underwriter - CLU
The American College of Financial Services
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Industry Focus. “Financial Services”
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