Tom Beachy, CFP®, serves as a Financial Advisor and CERTIFIED FINANCIAL PLANNER™ at Beachy Wealth Management LLC since March 2010, where responsibilities include providing financial guidance and fostering long-term client relationships. Additionally, Tom has been a Registered Representative with cfd Investments, Inc. since January 2010, offering advisory services through Creative Financial Designs, Inc. Tom Beachy holds a CERTIFIED FINANCIAL PLANNER™ designation from The American College of Financial Services and earned a Bachelor of Science degree in Accounting, Finance, and Mathematics from Purdue University Fort Wayne.
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