Tom Hodgson, CFP®, is an experienced Investment Advisor at Lutz Financial since July 2022, offering a holistic approach to financial planning and investment advisory services. Prior to this role, Tom served as a CERTIFIED FINANCIAL PLANNER™ at Investment Center Advisor Group from August 2017 to June 2022, delivering a range of services including wealth management and retirement planning. Tom also has experience as a Financial Planning and Analytics Manager at HighTower, where responsibilities included investment allocation planning, and as a Registered Associate at Morgan Stanley Wealth Management, focusing on wealth planning presentations. Tom began a professional career as a Finance Intern at Westchester Capital Management, Inc. after earning a Bachelor of Science in Business Administration with a focus on Economics from Creighton University in 2013.
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