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Tom Dumas, CFP®,CPWA,® ChFC®, RICP®

Tom Dumas, CFP®,CPWA,® ChFC®, RICP®

Financial Professional

For over 20 years, people have chosen to work with me because I am sincere about protecting their family, lifestyle and assets while focusing resources to help obtain what they want. I educate people on a process that motivates them to protect their financial world from life events that could ruin their dreams and ability to achieve their goals. Knowing their strategy is not dependent on factors that are out of their control allows them to focus on things in life which they enjoy most.

My wife Char and I have 2 children, Lindy and Beckett. We are members at St. Peter Catholic Church and Carolina Golf Club.


Registered Representative & Investment Advisor of Park Avenue Securities, Financial Representative of Guardian CA Insurance License #0M90694

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