Broker Check
Thomas A. Zgliniec, CFP®, ChFC®, CAP®, AIF®, AEP®

Thomas A. Zgliniec, CFP®, ChFC®, CAP®, AIF®, AEP®
 

Vice President, High-Net-Worth Consultant

Thomas is a CERTIFIED FINANCIAL PLANNER™ practitioner with an expertise based in the unique needs of high-net-worth individuals and families, foundations and endowments, and institutional clients. With an expansive background in advanced estate and financial planning, philanthropic planning, executive compensation arrangements, and investment real estate strategies, Thomas assists LPL Financial Advisors with the creation and implementation of a broad-range of planning concepts. His accomplishments include:

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Accredited Estate Planner® (AEP®)
  • Chartered Financial Consultant® (ChFC®)
  • Chartered Advisor in Philanthropy® (CAP®)
  • Accredited Investment Fiduciary® (AIF®)
  • California Life and Health license
  • FINRA Series 7, 24, and 66 securities licenses
  • Member of the Estate Planning Council of San Diego