Professional Affiliations


CFP® LogoCommitment to professionalism

The Certified Financial Planner Board of Standards is a professional regulatory organization. Individuals who meet rigorous certification requirements are certified by CFP Board to use its certification trademark. Tom Roberts is a Certified Financial Planner™ (CFP®).


Commitment to helping people from all walks of life Garrett Planning Network

Tom Roberts is a member of Garrett Planning Network, the premier network of professional, objective advisors providing financial planning on an hourly fee basis. As staunch consumer advocates and fiduciaries, we demonstrate our commitment by making financial advice accessible to all people, not just the affluent.


fpa_proudmemberCommitment to community education

Board member of the Suncoast chapter of the Financial Planning Association.  FPA members are committed to supporting the financial planning process, increasing awareness of the value of working with a Certified Financial Planner™ and helping people make better financial decisions.


Are you an attorney, accountant, insurance provider or other professional looking for an objective financial planner for your clients? Check out Here's the Difference to see how we treat your clients.


Community Affiliations

Sarasota Chamber of Commerce - Board Member


AAII South West Florida Chapter


Junior Achievement


Lakewood Ranch Business Alliance


The Warehouse - Board Member

16 June 2017
Bradenton Herald Articles
A friendly warning: Don’t unknowingly give your property to the state.Common law in the United States includes a process in which unclaimed property is turned over to states. The intent of this process, called escheatment, was to ensure that property...
24 April 2017
Bradenton Herald Articles
With the 2016 federal tax return filing deadline of April 18 – yes, that is correct – rapidly approaching, let’s talk about how you can use your tax forms to improve your finances.Before you file away your 2016 tax forms, spend a few minutes to see h...
15 March 2017
Bradenton Herald Articles
When investing and managing your money, you must consider and deal with a number of potential risks. These include general market moves, individual company, interest rate, inflation, default, political, currency, liquidity, volatility and others.Some...
11 December 2016
Bradenton Herald Articles
Everyone should own bonds or bond-like investments, though you might ask why would anyone want to own bonds at this time. Interest rates are going up and the math says the financial value of bonds will decrease. The value in owning bonds is...