Tom Rockel, Financial Advisor, has grown in to the lead financial planner for the Isaacs & Paller team over the last four years. As such, he coordinates the effort to start every client relationship the right way – by gathering ALL their financial data, discovering their goals through deep conversations, analyzing the information and making appropriate recommendations. Once client feedback is obtained, Tom makes sure the plan is implemented on schedule and reviews its performance. He is committed to helping clients achieve their most important life goals. Tom has recently obtained the Accredited Asset Management Specialist℠ – AAMS® certification. This curriculum included demanding study, exams, experience and ethical training.
Tom graduated from the University of Delaware where he earned a bachelor’s degree in finance with a minor in history. He played on the Men’s Club Rugby team as a lock and will tell you about his many injuries from his playing days. As an avid reader and podcast listener, he will gladly discuss human financial and ethical behaviors at length, if given the opportunity. Tom was born in Washington D.C. and raised in Wilmington, Delaware, where he likes to return semi-annually to visit friends and family. Tom volunteers in his community, striving to combat the epidemic of homeless youth here in Los Angeles. In his spare time, Tom will be found outdoors doing every activity he can muster up.
Raymond James is not affiliated with the above organizations and/or charitable causes.
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