Tom Lundgaard

Co-Manager, Senior Financial Advisor at Watermark Wealth Strategies
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Contact Information
us****@****om
(386) 825-5501
Location
Scottsdale, Arizona, United States, US
Skills

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Bio

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Experience

  • Watermark Wealth Strategies, LLC
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Co-Manager, Senior Financial Advisor
      • Feb 2009 - Present

  • Watermark Wealth Strategies, LLC
    • Scottsdale, AZ
    • Co-Managing Partner
      • Jan 2009 - Present

      As a full service Financial Advisor and an Investment Advisor Representative, my duty is to serve my clients best interests first. In order to get to the end, we must begin with a goal. A Financial Advisor's role must include bringing clarity to the goal as well as defining how to reach the goal. Navigating the world of Financial Planning can be a daunting task. I help to make that task less intimidating as well as acheivable. Financial Planning is much more than investments, it's how all of your assets must plan to work together to reach your goal and taking the guess work out of how to achieve financial success. Show less

  • Join Householder Group Estate & Retirement Specialists, LLC
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Senior Financial Advisor
      • 1996 - 2009

Education

  • Arizona State University
    BS, Business
    1974 - 1979

Community

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