Tom Canchola

Financial Advisor
Registered Principal

Tom Canchola has been serving the wealth management needs of his clients for over 23 years. Tom has mastered his knowledge in banking, investments, insurance, and taxation. He has assisted his clients in the areas of retirement and estate planning. Tom is a graduate of San Diego State University earning his Bachelor of Science degree in Business Administration/Finance.

Tom has been a Southern California resident his entire life and has been actively involved in the community. He enjoys golfing, fishing and coaching youth soccer. Tom enjoys spending his recreational time with his wife Susan and his twins Andrew and Carly.