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Tom Rush

Founder Wealth Advisor @Yuma & Imperial Valley Wealth Management

Yuma, AZ, US
EMAILS
t•••@yivwm.com
MOBILE NUMBERS
+19•••••••87

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WORK HISTORY

Sep 2001 — Present

Founder Wealth Advisor @Yuma & Imperial Valley Wealth Management

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AZ, US

I work diligently with my clients to crystallize their financial goals. Together we develop a comprehensive plan to work toward these goals and then monitor the resulting plan on to make mid-course corrections, where necessary, to ensure all financial goals are still on track.Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor. Third party posts found on this profile do not reflect the views of CWM, LLC and have not been reviewed by CWM, LLC as to accuracy or completeness.

EDUCATION

N/A

Amherst College

Bachelor of Arts - BA, Economics

1990 — 1994

Amherst College

Bachelor's degree, Economics

SKILLS

Investment AdvisoryBudgetsLife InsuranceFinanceSeries 63MarketingSalesInvestment StrategiesAlternative InvestmentsEmployee BenefitsInvestmentsTeam BuildingManagementFinancial PlanningCustomer ServiceAsset AllocationMutual FundsSmall BusinessRetirementEvent PlanningInvestment ManagementCoachingFinancial AdvisoryUniform Combined State LawWealthFinancial GoalsFixed AnnuitiesLeadershipStrategic PlanningWealth ManagementRetirement PlanningFinraSeries 7Series 6InsuranceBusiness PlanningPortfolio ManagementPensions401kWealth Accumulation

ABOUT TOM RUSH

I serve as a Wealth Advisor to numerous successful professionals, business owners and retirees in the Yuma area. Our approach is designed to be a perfect match for individuals who want a well-conceived financial plan stressing long-term, value-oriented investing supported by effective tax and estate planning strategies.

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