Fynancial
Tom Fields, CFP® is the founder of Fynancial since January 2022, where innovative integration of traditional wealth management tools with modern social engagement features is prioritized to enhance client interaction. Additionally, Tom co-founded the Financial Fitness App in December 2020, aiming to simplify the complexities of financial management. Previous experience includes serving as a Financial Advisor at 9258 Wealth Management, a Relationship Manager in Commercial Banking at KeyBank, and a Field Exam Analyst at PNC, focusing on detailed collateral analysis and financial performance assessments. Tom began their career as a Credit Analyst at Commerce Bank, conducting comprehensive financial analyses across various industries. Tom holds a Bachelor of Arts in Finance from the University of Kentucky, earned between 2010 and 2014.
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Fynancial
Meet Fynancial, the world's first Social Financial Platform (SFP) for the wealth management industry that combines traditional wealth management tools with modern social engagement features. Social media introduced the scroll We just think the scroll belongs on your own app. Post directly to your client's and prospect's pocket, integrate your planning and performance providers, and be where your clients spend 5 hours a day... On the phone. Click Learn More to access our demo app. A sales call can wait.