Tom  Wargin,  CFP<sup>&reg;</sup> - Financial Advisor

Tom Wargin, CFP®

CFA

Planner and Portfolio Manager

Liberty Financial Group, Inc.

13150 Watertown Plank Rd, Ste 203
Elm Grove, WI 53122
FINANCIAL ADVISOR'S WEBSITE
(262) 785-1377

General

Tom Wargin is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Liberty Financial Group, Inc. in Elm Grove, WI and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Chartered Financial Analyst (CFA)

Insurance Licenses

  • Life insurance: WI
  • Health/disability insurance: WI

Financial Advisor's Specialties

Comprehensive Financial Planning, Attending College, Charitable & Planned Giving, Asset Allocation, Investment Management, Estate Planning, Employee Benefits, Life Planning, Retirement, Sudden Wealth, Personal Taxes

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Helpful Financial Planning Resources