Tom Ligare  - CLU®, CAP® in

Tom Ligare - CLU®, CAP®

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Nonprofit Professional Services at Nonprofit Professional Services
📍 Santa Barbara County, California, United States

Tom Ligare is a wealth management expert, holding Chartered Life Underwriter® and Chartered Advisor in Philanthropy® designations. He specializes in helping busy professionals and business owners protect, grow, and transfer their wealth by navigating risks, taxes, and market volatility.

His journey into finance was uniquely shaped by his early career in human resources at a ski resort in Park City. Witnessing the financial struggles of his community after a mass layoff inspired his passion for helping others achieve financial security. He is also a lifelong skier.

Toms career began unexpectedly when he was laid off from a ski resort, forcing him into entrepreneurship and revealing his lifes mission.

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Experience
38 Years
Current Role
Nonprofit Professional Services
Job Level
Senior
Location
Santa Barbara County, California, United States
Personality Overview

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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

Entrepreneurial Finance
His passion for finance stems from watching himself, friends, and neighbors get forced into entrepreneurship to survive after a mass layoff in his town.
Wealth Protection
His professional focus is on helping clients build wealth without exposure to hidden risks, tax traps, market volatility, or common retirement mistakes.
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Career

Work history

1-2021
Nonprofit Professional Services
Nonprofit Professional Services
3-2018
Executive Director
The Ernest Brooks Foundation
12-2010 - 11-2020
President
Planned Giving Marketing Solutions, LLC
5-2018 - 6-2019
Business Development
PlannedGiving.Com
8-1975 - 8-2000
Agent
State Farm®
In the press

Media appearances

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Education
2017 - 2017
Chartered Advisor in Philantropy
The American College of Financial Services
2000 - 2003
CLU
The American College of Financial Services
B.S. and B.A.
Westminster College, Salt Lake City
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

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