Thomas Schorn
Schorn Wealth
- Role
- Wealth Advisor at Schorn Wealth
- Location
- Sarasota, FL, US
- LinkedIn followers
- 500 followers
About Thomas Schorn
All third party posts are the responsibility of their respective authors. These opinions and information are subject to change at any time without notice or obligation of notification. The information is intended for informational purposes only and is not intended to provide tax, legal, or investment advice.Advisory Services offered through Fiduciary Planning, LLC
Experience
Wealth Advisor
Feb 1989 — Present
Education
West Chester University of Pennsylvania
Bachelor's degree, Accounting
1981 — 1984
University of Georgia Financial Planning
Master of Science - MS, Financial Planning
2018 — 2020
Widener University
M.S., Taxation
1989 — 1992
Creighton University's Heider College of Business
Master of Science - MS, Investment Management & Financial Analysis
Skills
- High Net Worth Individuals
- Cpa
- Retirement Planning
- Wealth Management
- Securities
- Estate Planning
- Estate Tax Planning
- Tax
- Investments
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