Tom McNary
CFP®
Confluence Financial Advisors LLC
Financial Advisor
Tom McNary
CFP®
Confluence Financial Advisors LLC
Financial Advisor
As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Tom McNary, CFP®
Fee-Only financial planner located in Boulder, CO, serving clients locally and across the country
Meet Tom McNary
Tom McNary is a fee-only financial advisor at Confluence Financial Advisors LLC, located in Boulder, CO
Professional Qualifications:
- Certified Financial Planner
- Series 65 License
Education:
- B.A. History/Business, University of Colorado Boulder
Community Activities:
- Community Outreach Volunteer, Global Volunteer Network, Gisenyi, Rwanda
- Assistant Instructor, National Center for Disabled Skiing, Winter Park, CO
In-house, Tom works with clients to implement their financial plans and supports the firm’s partners in all aspects of client relations. Tom regularly talks with fellow Millennials on the keys to solid finances and building wealth and serves as Lead Advisor to them through CFA’s Wealth Navigator for Young Professionals program.
Tom enjoys soccer, hiking, snowboarding, following Premier League Football (Southampton FC!), and spending time with his wife, Jessie, and their cat, Carl.
Tom McNary is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Professional Designations & Affiliations
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Tom McNary is a NAPFA-Registered Financial AdvisorThe National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
Contact Tom McNary
Office Locations:
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3800 Arapahoe Ave
Suite 210
Boulder, CO 80303
