Home > Tom Annin, CFP®, RICP®

Tom Annin, CFP®, RICP®

Financial Planner

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.

Articles by Tom Annin, CFP®, RICP®

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