Tom Guinane
Principal at Summitry- Claim this Profile
Contact Information
us****@****om
(386) 825-5501
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Location
San Francisco, US
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Experience
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Summitry
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United States
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E-Learning Providers
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Principal
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Mar 2022 - Present
Foster City, California, United States Summitry is a wealth management firm offering personalized financial planning and investment strategies, rooted in local insight. We help grow and protect your wealth so you can pursue your best Bay Area life.
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Fisher Investments
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United States
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Financial Services
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700 & Above Employee
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Investment Counselor Group Manager
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May 2016 - Mar 2022
San Mateo, California, United States Managed high-net-worth advisory team, dedicated to providing unparalleled service and helping families achieve their long-term investment and planning objectives.
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Investment Counselor
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Nov 2013 - May 2016
Advised high net worth clients on portfolio strategy, asset allocation, and tactical strategy. Guided clients through optimizing their financial plan, including tax and estate planning.
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Regional Sales Associate
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Aug 2011 - Nov 2013
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Associated Students UCLA
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United States
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Non-profit Organizations
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100 - 200 Employee
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Business Services
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2009 - 2011
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Education
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UCLA
Bachelor of Arts (B.A.), Political Science and Government
Community
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