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
FINANCIAL ADVISOR'S WEBSITE
(360) 292-9314 CONNECT WITH Thomas
  • facebook link
  • linkedin link

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 Experience

I have been serving clients as a financial advisor since 2004.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER®

Financial Advisor's Specialties

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

More

Helpful Financial Planning Resources