Tom Sunny, CFP®, CLU®, RICP®
As a Financial Advisor, Tom Sunny strives to provide his community and clients with optimal strategies and solutions to help them grow, protect, and conserve their wealth through all stages in life, and create a legacy based on their unique needs and goals. Although we know financial planning can be daunting, we lead with an educational approach to make sure individuals, families, and businesses understand their options and are well-informed.
Sunny Financial Strategies specializes in:
- Risk Management/Protection Planning
- Investment Planning
- Retirement Savings/Retirement Income Planning
- Estate Planning
- Education Planning
- Employee Benefits
- Business Planning
- Holistic Financial Planning
- 401k & 403b Rollovers
- IRA, Roth IRA, and Solo 401k Set Ups
As a second-generation financial professional, Tom has grown up seeing his father provide insurance services to others for over twenty-five years. Throughout the years, Tom has witnessed the significant impact it made on hundreds of families in the community and decided to dedicate his career in doing the same and more.
Tom earned his Bachelor’s Degree in Economics from Illinois State University in 2016, and started his career shortly afterwards. Since then, he has obtained the Series 6, 7, 63, and 66 securities licenses. He has also obtained the CFP® (Certified Financial Planner), CLU® (Chartered Life Underwriter), and RICP® (Retirement Income Certified Professional) designations from The American College of Financial Services. Tom is committed to constantly enhancing his knowledge so he can be the best advisor to those he serves.
Tom will go above and beyond for his clients to make sure they are ultimately satisfied and confident in their decisions. Although no one can truly predict what life will throw at us, we can work together in establishing personalized financial security that can last for generations.
