Broker Check
Tom Dragar CFP®, AIF®

Tom Dragar CFP®, AIF®

Investment Advisor Representative

Tom is a CERTIFIED FINANCIAL PLANNER™ (CFP®) with over 12 years of experience serving clients and implementing dynamic financial plans. His passion is discovering what is most important in someone’s life and being an advocate for their future success. He also prides himself on simplifying complex financial topics and situations.

“I truly enjoy working with people, helping them set, and watching them reach their goals. Everyone’s financial situation is different and I find it rewarding to continuously refine my approach and strategy based on their needs.”

Degrees/Designations: CERTIFIED FINANCIAL PLANNER™ (CFP®), University of Akron, BA, Financial Services, Minor in Entrepreneurship; Accredited Investment Fiduciary® (AIF®)

Licenses and Registrations: Securities Registration Series 7, Series 66, Ohio Accident, Life and Health Insurance, Ohio Notary