Thomas F. Bennett
Senior Financial Advisor at City National Bank and City National Securities, Vice President
- Role
- Senior Financial Advisor and Financial Planner at City National Bank
- Location
- San Francisco, CA, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
Experience
Senior Financial Advisor and Financial Planner
May 2025 — Present · San Francisco, CA, US
Education
The American College of Financial Services
CLU®, Chartered Life Underwriter
2010 — 2010
Kaplan University
CFP® ,Certified Financial Planner, Financial Planning
2009 — 2010
College of Financial Planning
CRPC®, Chartered Retirement Planning Counselor
2012 — 2012
University of California, Berkeley
B.S., Anthropology
1992 — 1994
Monterey Penninsula College
A.A., Psychology
1990 — 1992
Skills
- Financial Planning
- Investments
- Estate Planning
- Variable Annuities
- Mutual Funds
- Retirement Planning
- Fixed Annuities
- Managed Money
- Long-Term Care
- Financial Advisory
- Portfolio Management
- Life Insurance
- Investment Advisory
- Disability Insurance
- Wealth Management
- Equity Indexed Annuities
- Insurance
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