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

Tom Zachystal, CFP®

CFA,

President

IAM

411 Borel Ave, Ste 502
San Mateo, CA 94402-3520
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 San Mateo, CA and the surrounding communities.

Financial Advisor Overview

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

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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

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Helpful Financial Planning Resources