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Thomas Buckley

Meet Thomas Buckley

Thomas C. Buckley
Financial Consultant
Chartered Retirement Planning Counselor SM
Located at: Pasadena Service Federal Credit Union
670 N. Rosemead Boulevard
Pasadena, CA 91107‐2101
Phone: 626‐351‐9651, Ext. 146
Cell: 310‐489‐1983
Thomas.C.Buckley@lpl.com

 

Money Plant
Do you ever wonder about the future and how to plan for it? For example:
  • Retirement Planning
  • Risk Management
  • Education Planning
  • Estate Planning
  • Tax Strategies

Tom focuses on helping clients create and maintain their wealth.

Assesses your financial needs.

A Financial Advisor that will put your money to work!

 

WORK EXPERIENCE

Prior to Pasadena Service Federal Credit Union, Tom served as a financial advisor at Bank of America/Merrill Lynch, Edward Jones and UBS Financial Services, Inc. and as a vice president in Mellon Financial Corporation’s Private Wealth Management practice.

EDUCATION

A Chartered Retirement Planning Counselor, Tom earned his M.B.A from the University of Chicago with an emphasis in finance and his B.S. degree in business administration and psychology from the University of Wisconsin.

COMPANY BACKGROUND

When you call on the professional wealth management advice and guidance offered by the Pasadena Service Federal Credit Union through LPL Financial, you can expect a full range of investment products including brokerage accounts, IRAs, Stocks and Bonds, Mutual Funds, Managed Accounts, Annuities, Insurance, College Savings Plans, and Brokered CDs. We have a strategy for every stage of your financial life.

Thomas C. Buckley is a Registered Representative with LPL Financial. Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates. Pasadena Services Federal Credit Union is not affiliated with LPL Financial. Insurance and investment products are:

  • Not NCUA Insured
  • Not Credit Union Guaranteed
  • May Lose Value