Tom Sunny, CFP®, CLU®, RICP®
Financial Planner & Wealth Advisor
Tom Sunny is dedicated to helping individuals, families, professionals, and business owners build a confident financial future. His mission is simple: deliver clear guidance, thoughtful planning, and powerful strategies that help people grow, protect, and preserve their wealth across every stage of life.
Financial planning can feel overwhelming, but Tom leads with education and transparency. His approach ensures clients understand their options, feel supported throughout the process, and make informed decisions aligned with their values and long-term goals.
Sunny Financial Strategies specializes in:
Risk Management & Protection Planning
Investment Management & Portfolio Strategy
Retirement Savings & Retirement Income Planning
Estate Planning & Wealth Transfer Strategies
Education Funding Strategies
Business Owner Planning & Employee Benefits
Holistic Financial Planning
401(k) & 403(b) *Rollovers
IRA, Roth IRA, and Solo 401(k) Setup & Optimization
Each plan is personalized, designed to reduce financial stress, and built to support the lifestyle and legacy you want to create.
A Legacy of Helping Families Build Financial Security
Tom is a second-generation financial professional who grew up around his father providing insurance services to families in his community for more than thirty years. Throughout the years, Tom has witnessed the significant impact his father's practice has made on hundreds of families, which shaped Tom’s belief that sound financial planning doesn’t just change numbers... it changes lives.
That early exposure inspired Tom to carry his father’s legacy forward in his career, but in a more comprehensive approach... blending trusted, relationship-driven values with advanced financial planning, sophisticated wealth management, modern investment strategies, and retirement planning built for today’s ever-changing financial landscape.
Education, Credentials, and Commitment to Excellence
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.
What Sets Tom Apart
Tom is known for going above and beyond for his clients to make sure they are ultimately satisfied and confident in their decisions. His approach blends:
Deep technical expertise
Clear and relatable explanations
Proactive planning and communication
A genuine commitment to long-term partnership
He helps clients prepare for life’s uncertainties and build a plan that supports them not only today, but for generations.
*When considering rolling over the proceeds from your retirement plan to another tax-qualified vehicle, note that you have options, including leaving the funds in your existing plan, or rolling it over to a new employer’s plan. Depending on the option you select, there may be fees, expenses, and taxes upon withdrawal.
Industry Leadership & National Recognition
Tom’s commitment to excellence has earned him some of the highest honors available in the financial services industry. His work ethic, client-first approach, and results-driven planning have consistently placed him among the top advisors in the nation.
Career Achievements & Professional Distinctions
1Chairman’s Council Agent (2020–Present)
Recognized year after year as one of the leading agents within New York Life.Chairman’s Cabinet 2025
Awarded to the top 50 financial professionals across the entire New York Life field force of more than 12,000 financial professionals—an elite milestone and one of the company’s highest distinctions.Agent/Advisor of the Year – NYL Illinois General Office (5 Consecutive Years)
A testament to Tom’s consistency, client dedication, and leadership within his region.2MDRT Top of the Table (Last 3 Consecutive Years)
The highest global recognition in the Million Dollar Round Table, earned by the top financial professionals worldwide. Fewer than 1% of advisors globally achieve this level.3Forbes Best-in-State Financial Illinois Security Professional – 2024 & 2025
A prestigious national recognition reflecting client trust, professional excellence, and a demonstrated commitment to high-quality financial planning and wealth management.NAIFA Illinois Young Advisor Team Member of the Year – 2025
Honored for exceptional leadership, professional impact, and contributions to the industry’s next generation.
A Standard of Excellence for Clients Who Expect the Best
These achievements matter for one reason: they reinforce Tom’s dedication to delivering unmatched service, advanced planning strategies, and a client experience worthy of the trust placed in him.
His mindset is simple:
Always raise the bar. Always evolve. Always put the client first in our investment advisory work.
1Council is an annual company recognition program based on agent production from July 1- June 30.
2The Million Dollar Round Table (MDRT), The Premier Association of Financial Professionals, is recognized globally as the standard of excellence for life insurance sales performance in the insurance and financial services industry.
3Read more about the Forbes SHOOK®Research Top Financial Security Professionals list and the ranking methodology here: https://www.forbes.com/sites/rjshook/2025/07/10/methodology-americas-top-financial-security-professionals-2025/
Tom's Philosophy:
Great planning is more than numbers. It is about helping people make smarter decisions, gain clarity, and rise to the level of their potential. I believe every client deserves a strategy that gives them confidence, control, and the ability to build a life they are proud of.
Here is what guides my work every day:
1. Raise the standard of your financial life
You deserve structure, alignment, and a clear path forward. My job is to help you move from uncertainty to confidence in every decision.
2. Simplify complexity so you can focus on what matters
High-income families deal with layers of accounts, benefits, taxes, and choices. I bring calm and clarity so your life becomes easier and more intentional.
3. Align your money with your purpose
We design strategies that reflect who you are, what you value, and the legacy you want to create.
4. Reduce risks that threaten your progress
Protection planning is part of your long-term security. We identify and close gaps early so your goals stay on track.
5. Build systems that help you grow year after year
The right process upgrades how you think, plan, and behave with money. Small improvements create big results over time.
6. Deliver guidance with honesty and accountability
I tell you what you need to hear, not what is comfortable. Your future is too important for anything less.
A Partner for Your Brighter Financial Future
No one can predict the future, but with the right plan in place, you can face it with clarity and confidence.
Tom’s role is to simplify the complex, anticipate what’s ahead, and help you make financial decisions that support the life you envision.
Ready to create your brighter financial future?
We're here to guide you every step of the way.
Our Location
475 North Martingale Road
Suite 1250
Schaumburg, IL 60173
Where We Do Business
