Tom Naylor
Certified Financial Planner at Naylor Wealth Management Insurance and Financial Services
📍 San Diego County, California, United States
Tom Naylor is a Certified Financial Planner at Naylor Wealth Management, where he helps clients with financial goals, estate strategies, and insurance needs. He holds a degree in Finance and Economics from Brigham Young University and is licensed to sell insurance in over ten states, including California, Arizona, and Florida.
Beyond his professional endeavors, Tom maintains a connection to his alma mater, Brigham Young University, which is listed as one of his primary interests.
Unique fact: Tom is licensed to operate in at least eleven different states across the western and eastern United States.
Read the full overview →Experience
38 Years
Current Role
Certified Financial Planner
Location
San Diego County, California, United States
Personality Overview
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Priorities
Topics Tom cares about
Retirement Planning
Focuses on helping clients, particularly business owners, prepare for milestone life events like retirement and understand their sources of retirement income.
Business Succession
Advises business owners on creating transition plans to avoid potential issues like forced liquidation and ensure their retirement goals are met.
Career
Work history
6-1987
Certified Financial Planner
Naylor Wealth Management Insurance and Financial Services
In the press
Media appearances
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Education
1983 - 1987
Finance and Economics
Brigham Young University
Social presence
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