Tom Hanna, CFA

Associate Wealth Advisor at Farther

Experience

1. Associate Wealth Advisor

   FartherMay 2024 to Present
2. Associate Wealth Advisor

   Charles SchwabMay 2023 to May 2024
3. Investment Consultant

   Charles SchwabJul 2021 to May 2023
4. Senior Financial Consultant

   TD AmeritradeJan 2019 to Dec 2021
5. Financial Advisor, VP

   CitiSep 2017 to Jan 2019
6. Financial Solutions Advisor, AVP

   Bank of America Merrill LynchAug 2016 to Aug 2017
7. Financial Planner, Investment Advisor, Wealth Strategist

   Sagepoint Financial INCAug 2015 to 2016
8. Financial Advisor

   Transamerica Financial Advisors, Inc.Feb 2015 to Jul 2015

Education

• Texas A&M University · Master of Science - MS, Finance and EconomicsAug 2021 - May 2023
• California State University, Fullerton · Bachelor of Arts (B.A.), Finance2009 - 2014
• California State University, Fullerton · Bachelor's degree, Finance2009 - 2014

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