Tom Canchola has been serving the wealth management needs of his clients for over 33 years. Tom started his career in financial planning, eventually becoming an Investment Specialist for both Home Savings of America and Bank of America Investment Services. With Tom's leadership, he helped Desert Community Bank establish DCB Investment Services, a subsidiary of Desert Community Bank. Tom is currently celebrating his 20th year with Raymond James Financial Services, where he is responsible for managing over $50 million in investment assets for his valued clients.
Tom holds several licenses, including Series 7, 24, 51, 63, 65, and SIE. He also has his California Insurance License. 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. He is also a CTEC Registered Tax Preparer.
Tom has been a Southern California resident his entire life and lives in Victorville with his wife Susan. Tom has been actively involved in the High Desert community. He enjoys golfing, fishing and boating. Tom and his wife Susan enjoy their recreational time together, especially when they visit their twins Andrew and Carly who are attending college in Colorado and Arizona.
Raymond James does not provide tax or accounting services.