Tom Vatavuk, CFP®

Tom serves as a Private Wealth Manager, working directly with his clients to create and maintain a customized financial plan addressing all aspects of a healthy financial life, including investments, tax planning, risk management, retirement, employee benefits and estate planning.

With nearly two decades of experience in the financial services industry, Tom has developed an in-depth knowledge of providing clients with comprehensive wealth management. Prior to joining Creative Planning, he worked for an independent investment advisory firm as the Director of Wealth Management.

Tom earned a Bachelor of Science degree from San Jose State University. He is also a CERTIFIED FINANCIAL PLANNER^® professional, as designated by the Certified Financial Planner Board of Standards.

Tom and his wife, Natalie, have three children: Elena, Paula and Lana. In his spare time, Tom enjoys traveling, spending time with family and cheering his girls on at their soccer games.