Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Ashford tokuzo Bartling is a Certified Financial Planner™ professional with over 10 years of experience in the financial services industry. Thomas is currently registered with Lido Advisors, LLC, where he has been employed since October 2023. Prior to that, Thomas held positions at Aspiriant, Platt Wealth Management, San Diego County Credit Union, Union Bank and Express. Thomas is a member of the Board of Directors for the Financial Planning Association of Central Florida. Thomas specializes in financial planning, portfolio management for individuals and businesses, and selection of other advisors.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
CA
03/12/2024 - Present
Lido (LOS ANGELES CA)
Active
Inactive
Not sure Thomas Bartling is the right advisor for you? Invested Better is here to help.
