Thomas B. McLean MS,  CFP<sup>&reg;</sup> - Financial Advisor

Thomas B. McLean MS, CFP®

Principal & Founder

Advitica Financial Planning

400 Union Ave SE
Olympia, WA 98501
(360) 292-9314 CONNECT WITH Thomas
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General

Thomas McLean MS is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Advitica Financial Planning in Olympia, WA and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Certified Retirement Counselor® (CRC®)

Financial Advisor's Specialties

Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Asset Allocation, Career Change, Estate Planning, Investment Management, Employee Benefits, Mutual Funds, Retirement, Life Planning, Sudden Wealth, Women's Finances

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