William R. Tomes, Jr. CFP<sup>&reg;</sup> - Financial Advisor

William R. Tomes, Jr. CFP®

President

Total Wealth Planning & Management, Inc

822 A1A North, Suite 310
Ponte Vedra Beach, FL 32082
FINANCIAL ADVISOR'S WEBSITE
(866) 568-0003

General

William Tomes is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Total Wealth Planning & Management, Inc in Ponte Vedra Beach, FL and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 9, 10, 63, 65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Insurance Licenses

  • Life insurance
  • Health/disability insurance

Broker-Dealer Affiliation

None/NA

Broker-Dealer Disclaimer


Financial Advisor's Specialties

Comprehensive Financial Planning, Estate Planning, Investment Management, Retirement

More

Helpful Financial Planning Resources