Thomas Zgliniec, CFP®, ChFC®, CAP®, AEP®

As head of the Private Client department at LPL Financial, Thomas supports financial advisors through his vast expertise in the unique need-sets of high-net-worth individuals and families, foundations and endowments, and institutional clients. His accomplishments include:

• Certified Financial Planner® Practitioner (CFP®)
• Accredited Estate Planner® (AEP®)
• Chartered Financial Consultant® (ChFC®)
• Chartered Advisor in Philanthropy® (CAP®)
• California Life and Health License
• FINRA series 7, 24, and 66 Securities Licenses
• Member of the Estate Planning Council of San Diego

Specialties: Advanced financial, estate, and philanthropic planning, executive compensation arrangements, portfolio management, and investment real estate strategies.