Thomas C. Schwab, CFP<sup>&reg;</sup> - Financial Advisor

Thomas C. Schwab, CFP®

Owner

T.C. Schwab Financial Planning, LLC

18 Cagua Rd
Santa Fe, NM 87508
(505) 466-2313

General

Thomas Schwab is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at T.C. Schwab Financial Planning, LLC in Santa Fe, NM and the surrounding communities.

Financial Advisor Overview

T.C. Schwab Financial Planning, LLC is an hourly fee-only financial planning firm dedicated to providing you objective, independent, unbiased, and comprehensive financial planning advice to help you reach your goals.

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Financial Advisor Experience

Registered Investment Adviser, State of New Mexico Experienced financial consultant since 2001. Completed the Boston University Certificate Program in Financial Planning in 2004. Received in 2005 the Certified Financial Planner (CFP®) designation from the Certified Financial Planner Board of Standards, Inc after satisfying the CFP® Board of Standard’s requirements for Education, Examination, Experience, and Ethics.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Buying a Home, Career Change, Asset Allocation, Business Taxes, Estate Planning, Government & Military, Getting Married, Identity Theft, Mutual Funds, Insurance, Job Loss, Retirement, Stocks & Bonds, Long-term Care, Starting a Family, Medical & Health Issues, Sudden Wealth, Personal Taxes, Women's Finances

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Helpful Financial Planning Resources