Tom Sunny, CFP®, CLU®, RICP®

President and Founder at Sunny Financial Strategies, LLC
  • Claim this Profile
Contact Information
us****@****om
(386) 825-5501
Languages
  • English Full professional proficiency
  • Malayalam Native or bilingual proficiency
Skills

Topline Score

Topline score feature will be out soon.

Bio

Generated by
Topline AI

You need to have a working account to view this content.
Join now
You need to have a working account to view this content.
Join now

Credentials

  • Certified Financial Planner (CFP)
    CFP Board
    Dec, 2022
    - Nov, 2024
  • Series 6
    FINRA (Financial Industry Regulatory Authority)
  • Series 63
    FINRA (Financial Industry Regulatory Authority)
  • Series 66
    NASAA
  • Series 7
    FINRA (Financial Industry Regulatory Authority)

Experience

  • Sunny Financial Strategies, LLC
    • United States
    • Financial Services
    • 1 - 100 Employee
    • President and Founder
      • Mar 2020 - Present

      An independently owned Investment, Insurance, Retirement, and Financial Planning Firm. Providing advice and solutions to individuals, families, and businesses. We are a boutique second generation Wealth Management company. www.sunnyfinancial.com An independently owned Investment, Insurance, Retirement, and Financial Planning Firm. Providing advice and solutions to individuals, families, and businesses. We are a boutique second generation Wealth Management company. www.sunnyfinancial.com

  • Eagle Strategies, LLC
    • Financial Services
    • 200 - 300 Employee
    • Financial Advisor & Planner
      • Oct 2018 - Present

      Financial Advisor offering investment advisory services through Eagle Strategies LLC, A Registered Investment Adviser. With a focus on education and fiduciary planning rather than sales, our team works diligently to ensure that your financial plan reflects your most important financial desires and objectives. Areas of Expertise: • Holistic Financial Planning & Goal-Setting • Investment Strategies • Insurance Planning Strategies • Retirement Income Planning • Estate… Show more Financial Advisor offering investment advisory services through Eagle Strategies LLC, A Registered Investment Adviser. With a focus on education and fiduciary planning rather than sales, our team works diligently to ensure that your financial plan reflects your most important financial desires and objectives. Areas of Expertise: • Holistic Financial Planning & Goal-Setting • Investment Strategies • Insurance Planning Strategies • Retirement Income Planning • Estate Planning • Education Planning • Employee Benefits/Business Planning • Tax Diversification & Asset Allocation tom@sunnyfinancial.com | 847.414.9116 Show less Financial Advisor offering investment advisory services through Eagle Strategies LLC, A Registered Investment Adviser. With a focus on education and fiduciary planning rather than sales, our team works diligently to ensure that your financial plan reflects your most important financial desires and objectives. Areas of Expertise: • Holistic Financial Planning & Goal-Setting • Investment Strategies • Insurance Planning Strategies • Retirement Income Planning • Estate… Show more Financial Advisor offering investment advisory services through Eagle Strategies LLC, A Registered Investment Adviser. With a focus on education and fiduciary planning rather than sales, our team works diligently to ensure that your financial plan reflects your most important financial desires and objectives. Areas of Expertise: • Holistic Financial Planning & Goal-Setting • Investment Strategies • Insurance Planning Strategies • Retirement Income Planning • Estate Planning • Education Planning • Employee Benefits/Business Planning • Tax Diversification & Asset Allocation tom@sunnyfinancial.com | 847.414.9116 Show less

  • NYLIFE Securities LLC
    • United States
    • Financial Services
    • 700 & Above Employee
    • Financial Services Professional
      • Mar 2017 - Present

      Registered Representative offering securities products and services through NYLIFE Securities LLC, Member FINRA/SIPC, A Licensed Insurance Agency. Registered Representative offering securities products and services through NYLIFE Securities LLC, Member FINRA/SIPC, A Licensed Insurance Agency.

  • New York Life Insurance Company
    • United States
    • Financial Services
    • 700 & Above Employee
    • Agent
      • Nov 2016 - Present

      Agent licensed to sell life insurance, long term care insurance, and disability income insurance through New York Life Insurance Company. Ranked in the top 1-3% of Agents based on production. Agent licensed to sell life insurance, long term care insurance, and disability income insurance through New York Life Insurance Company. Ranked in the top 1-3% of Agents based on production.

  • Des Plaines Park District
    • United States
    • Recreational Facilities
    • 1 - 100 Employee
    • Counselor
      • Jun 2014 - Aug 2015

  • Athletico
    • United States
    • Wellness and Fitness Services
    • 700 & Above Employee
    • Intern
      • Sep 2011 - Jan 2012

Education

  • The American College of Financial Services
    CFP® & CLU®
    2022 - 2022
  • The American College of Financial Services
    Retirement Income Certified Professional®
    2019 - 2020
  • Illinois State University
    Bachelor of Science (BS), Economics
    2012 - 2016

Community

You need to have a working account to view this content. Click here to join now