Tom Annin, CFP®, RICP®

Tom serves as a Wealth Manager, working directly with his clients to create and maintain a customized financial plan addressing all aspects of a healthy financial life, including investments, tax planning, risk management, retirement, employee benefits and estate planning.

With nearly a decade of experience in the financial services industry, Tom has developed an in-depth knowledge of providing clients with comprehensive wealth management. Prior to joining Creative Planning, Tom worked at national independent wealth management firms in Northern Virginia and San Francisco.

Tom earned a Bachelor of Science degree in financial planning and wealth management from Virginia Tech and a Master of Taxation degree from Villanova University. He is also a CERTIFIED FINANCIAL PLANNER™ professional, as designated by the Certified Financial Planner Board of Standards.

Tom resides in Arlington, Virginia. In his spare time, he enjoys skiing, playing tennis and being outdoors.