Tom Dumas, CFP®, CPWA®,ChFC®, RICP® in

Tom Dumas, CFP®, CPWA®,ChFC®, RICP®

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Registered Representative at Park Avenue Securities
📍 Charlotte Metro, United States

With over 25 years of experience, Tom Dumas is a Financial Professional at Consolidated Planning, specializing in holistic wealth management for medical professionals and business owners. A graduate of the University at Albany, he holds advanced designations like ChFC® and CPWA® to help clients protect their assets.

Toms practice is built on a core philosophy: helping clients build financial strategies that can withstand life’s unexpected events by removing their reliance on factors beyond their control, allowing them to focus on what matters most.

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Experience
28 Years
Current Role
Registered Representative
Job Level
Junior
Location
Charlotte Metro, United States
Personality Overview

How Tom shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Tom cares about

Retirement Income
He focuses on retirement income planning and recently posted about the dangers of "sequence of returns" risk for portfolios.
Business Succession
A core specialty is business succession and exit planning, and he actively shares resources for business owners preparing to sell.
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Career

Work history

12-2001
Registered Representative
Park Avenue Securities
8-2001
Financial Professional
Consolidated Planning, Inc.
3-1998 - 7-2001
Division Operations Specialist
Adecco Group
In the press

Media appearances

No media yetWe could not find public media appearances for this person.
Education
1991 - 1993
BA
University at Albany
2009 - 2011
ChFC®
The American College of Financial Services
2006 - 2007
CERTIFIED FINANCIAL PLANNER® Program
Queens University of Charlotte
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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