Chris Toomey
Senior Financial Advisor
Phone:
832.320.3224
E-mail:
ctoomey@wtadvisors.com
“In today’s world, it is imperative that each individual develop a comprehensive financial plan that directs them toward their retirement goals. Implementing, monitoring and advising of changes to that plan in both good and bad years is imperative to its success.”
Chris Toomey has been managing both individual and business clients' portfolios for over 7 years. He takes a strong customer service approach to the day-to-day management of clients' assets. His dynamic speaking ability has been evident on both national business talk radio and large investment seminars. He prides his practice on an educational approach to financial planning. Educating his clients on exactly how each asset fits into their overall plan with a clear and concise presentation is what he strives for with each client. As a former professional tennis player, work ethic and a deep dedication to his craft are the stables for his practice.
EXPERIENCE - More than 7 years
- Principal and Financial Advisor - Raymond James Financial Services
- Senior Financial Advisor – Raymond J. Lucia Companies
- Financial Advisor – Securities America
EDUCATION
- University of San Diego – Business Administration Marketing
- University of Oklahoma
- ChFC Curriculum – The American College
AFFILIATIONS
- Member – Financial Planning Association
- Volunteer – M D Anderson Cancer Center
- USTA – United States Tennis Association