“Your money works hard, so you don’t have to”

                                                                                                                                           

This is the philosophy of Aloha Wealth Management. Tom English has developed an investment strategy to help his clients become “Men & Women of Leisure”.  They can spend time chasing waves, sunsets and dreams, instead of a paycheck, while their investments grow. 

Tom has represented Western Financial Planning www.WFPC.com for 22 years. 

He is also a Principal, and a Registered Financial Advisor Representative at WFP Securities www.WFPSecurities.com . Tom utilizes Nobel Prize winning “Modern Portfolio Theory” and sophisticated software to design portfolios that minimize risk, maximize income while remaining diversified in non correlating asset classes.  Services include: Fee based Financial Planning, Professional Money Management, Retirement Planning, College Planning, and Insurance.

Tom has earned and maintains the following licenses:

Securities - Series 7 (General Securities), Series 24 (General Securities Principal), Series 6 (Mutual Funds and Variable Annuities), and Series 63.

CA Real Estate, CA Life Health and Disability, CA Long Term Care

Tom works with a team of experts in Tax Planning, Property Casualty Insurance, Life Health and Disability Insurance www.ChristensenFinGrp.com,

Mortgage Planning www.UnionWestFinancial.com, Estate Planning , Real Estate Law, and a Personal Injury Attorney.

Call Tom at (858) 677-0577 or email Tom.English@WFPSecurities.com to learn more.

This communication is strictly intended for individuals residing in the states of AZ, AR, CA, HI, FL, TX.  No offers may be made or accepted from any resident outside these states. 

 

IMPORTANT CONSUMER INFORMATION:  A broker/dealer (BD), investment adviser (IA), or IA representative may only transact business in a state if first registered, as appropriate.  Follow-up, individualized responses to persons in a state by such a firm or individual that involve either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without first complying with appropriate registration requirements, or an applicable exemption or exclusion.

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-Securities offered through WFP Securities Corporation, divisions: WFP Securities and Western Financial Advisors.

6020 Cornerstone Court West, Suite 240, San Diego, CA 92121 • 858-677-0377

Member FINRA/SIPC.
www.FINRA.org