Thomas A. Gajdalo,  CFP<sup>&reg;</sup> - Financial Advisor

Thomas A. Gajdalo, CFP®

CERTIFIED FINANCIAL PLANNER™

Axxcess Wealth Management

790 Lockridge Rd
Lantana, TX 76226-6486
FINANCIAL ADVISOR'S WEBSITE
CONNECT WITH Thomas
  • linkedin link

General

Thomas Gajdalo is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Axxcess Wealth Management in Lantana, TX and the surrounding communities.

Financial Advisor Overview

I provide coordination of all major planning areas and integrate with any existing team of advisers to provide objective guidance from a fiduciary standpoint.

More

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 6, 63, 65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Chartered Financial Consultant (ChFC®)

Insurance Licenses

  • Life insurance: CA, NJ, NY
  • Health/disability insurance: CA, NJ, NY
  • Fixed annuities: CA, NJ, NY

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Arbitration & Mediation, Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Buying a Home, Charitable & Planned Giving, Annuities, Asset Allocation, Career Change, Business Taxes, Corporate Finance, Estate Planning, Investment Management, Limited Partnerships, Government & Military, Employee Benefits, Getting Divorced, Irregular Income, Identity Theft, Mutual Funds, Real Estate, Insurance, Life Planning, Retirement, Stocks & Bonds, Startup, Succession Planning, Starting a Family, Long-term Care, Medical & Health Issues, Sudden Wealth, Nontraditional Households, Special Needs, Women's Finances

More

Helpful Financial Planning Resources