Thomas  Walker

Thomas Walker

| CFP®, ChFC®, MBA

Structured Asset Management, Inc.

(610) 648-0700

Contact Me

www.samasset.com

Fee Only Financial Planner Located in Paoli, PA and Serving Clients Nationwide

Specialties

  • Fee-Only Financial Services
  • Comprehensive Financial Planning
  • Free Initial Consultation
  • Investment Management
  • Retirement Planning
  • Education Planning
  • Elder Care Issues
  • Estate Planning
  • Insurance Analysis
  • Charitable Giving and Trusts
  • Planning for Business Owners
  • Cash Flow and Budgeting

Our Other NAPFA Members

Visit Us

Station Square One
Suite 204
Paoli, PA 19301

Thomas Walker is a NAPFA-Registered Financial Advisor.
NAPFA is the country's leading association of Fee Only Financial Planners.
What is "Fee Only Financial Planning," and why is it important?

Thomas L. Walker, CFP®, ChFC®, MBA, is a financial planner and investment advisor at Structured Asset Management, a Financial Planning and Registered Investment Advisory firm located in Paoli, Pennsylvania. He specializes in providing investment advice and planning services on a Fee-only basis. Tom provides both limited and comprehensive planning advice.

Tom earned his Bachelor of Science and Masters of Business Administration (Finance) degrees from The Pennsylvania State University in State College, Pennsylvania. He is a Certified Financial Planner (CFP®) Certificant and member of the Financial Planning Association (FPA). Tom also holds the Chartered Financial Consultant (ChFC®) designation from the American College.  Tom is a member of the National Association of Personal Financial Advisors (NAPFA®) as well as the Garrett Planning Network®.

Tom began his career with ARAMARK Corporation, where he served as both General Manager and Vice President. During his business career, he had bottom line responsibilities for the growth and profitability of numerous ARAMARK business units throughout the Northeast United States. During Tom’s tenure as a business executive, he developed in-depth skills in corporate strategic and budget planning, which he now applies to the discipline of personal financial planning. Tom has developed keen insights into the personal finance needs of business professionals, which he applies as a Financial Planner. Prior to joining Structured Asset Management, Inc. in 2011, Tom was an Investment Advisor at Millennium Wealth Advisors, Inc., Malvern, PA.

Tom lives with his wife Debbie in Malvern, Pennsylvania.