Ep. 1 Meet Tom Fleishel, MBA, CFP® – A Financial Advisor Full of Clarity And Confidence

Ep. 1 Meet Tom Fleishel, MBA, CFP® – A Financial Advisor Full of Clarity And Confidence

by | Aug 3, 2022

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Summary:

After growing up in a low-income household and joining the army, Tom Fleishel discovered ways he can grant his family clarity and confidence with their finances.

And now he is helping clients gain that same clarity and confidence to live their life by design.

Welcome to the inaugural episode of Clarity and Confidence for Life® with Fleishel Financial Associates’ Tom Fleishel, MBA, CFP®!

From joining the army to eventually starting his own practice as a financial advisor, this week, Tom reveals his pursuit of clarity and confidence and how he works to achieve this goal for his clients

Tom discusses:

  • How his life as a child lead him to become a financial advisor
  • His philosophy in work and life
  • What his life outside of business looks like
  • And more!

Resources:

Connect with Tom Fleishel:

About Your Host:

For over 30 years, Tom Fleishel, MBA, CFP®, has worked with successful business owners, medical professionals, and families and discovered that they often worry about not being as intentional with their finances as they should be. There’s a feeling of complexity from not knowing how all the moving parts of their financial picture can come together.

And here’s what Tom’s team at Fleishel Financial can do for you. They can help eliminate your complexity through their trademarked method called Clarity and Confidence For Life®.