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

Tom Zachystal, CFP®

CFA,

President

IAM

750 Menlo Ave, Ste 200
Menlo Park, CA 94025
FINANCIAL ADVISOR'S WEBSITE
(619) 501-7105

General

Tom Zachystal is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at IAM in Menlo Park, CA and the surrounding communities.

Financial Advisor Overview

Specializing in financial planning and investment management for clients with cross-border financial concerns

More

Financial Advisor Experience

President and Chief Portfolio Manager of IAM since 2002.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

65

Designations & Certifications

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

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Asset Allocation, Cross-border Planning, Investment Management, Employee Benefits, Retirement, Stocks & Bonds, Sudden Wealth

More

Helpful Financial Planning Resources