Tom Sunny
Financial Planner & Wealth Advisor | President at Sunny Financial Strategies | Forbes Best In State | MDRT Top of The Table
- Role
- Financial Services Professional at NYLIFE Securities LLC
- Location
- Chicago, IL, US
- LinkedIn followers
- 500 followers
About Tom Sunny
I partner with clients to create personalized financial roadmaps that protect what matters most. My approach combines comprehensive financial planning, investment strategies, insurance policies, retirement income solutions, estate planning, and tax diversification strategies to help you achieve your most important goals.With a commitment to transparency and long-term relationships, I provide solutions specifically tailored to your unique circumstances—whether you\'re planning for retirement, funding education, creating lifetime income strategies, or preparing for unexpected risks. My clients choose to work with me because I prioritize their interests above all else. Through careful analysis, education, and ongoing support, I help transform financial complexity into clarity and confidence.Please contact me to help you fully analyze your needs and recommend appropriate solutions.In addition to a Financial Adviser offering investment advisory services through Eagle Strategies LLC, A Registered Investment Adviser, I am also licensed as an Agent with New York Life Insurance Company and a Registered Representative of and offer securities products & services through NYLIFE Securities LLC,(Member FINRA/SIPC), A Licensed Insurance Agency. Any testimonial on this site is based on an individual’s experience and may not be representative of the experience of other customers. These testimonials are no guarantee of future performance or success. Neither Sunny Financial Strategies, LLC nor New York Life Insurance Company, or its agents, provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions. Sunny Financial Strategies, LLC is not owned or operated by New York Life Insurance Company or its affiliates. I am not licensed in all jurisdictions.My California Insurance license number is 0M96825.Office Address:475 North Martingale RoadSuite 1250Schaumburg, IL 60173Office Phone: 84••••••31Cell: 84••••••16Email: t•••@sunnyfinancial.comEagle Strategies LLC and NYLIFE Securities LLC are New York Life Companies.Schedule Meeting: Million Dollar Round Table(MDRT), The Premier Association of Financial Professionals, is recognized globally as the standard of excellence for life insurance sales performance in the insurance and financial services industry.
Experience
Financial Services Professional
Mar 2017 — Present · Chicago, IL, US
Registered Representative offering securities products and services through NYLIFE Securities LLC, Member FINRA/SIPC, A Licensed Insurance Agency.
Education
The American College of Financial Services
CFP® & CLU®
The American College of Financial Services
Retirement Income Certified Professional®
2019 — 2020
Illinois State University
Bachelor of Science (BS), Economics
2012 — 2016
Skills
- Microsoft Office
- Sales
- Financial Planning
- Financial Services
- Public Speaking
- Microsoft Word
- Retirement Planning
- Time Management
- Investments
- Asset Allocation
- Teamwork
- Microsoft Excel
- Communication
- Customer Service
- Life Insurance
- Microsoft Powerpoint
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