Tom Rasmussen
CFP®
BlueSky Wealth Advisors, LLC
Wealth Advisor
Tom Rasmussen
CFP®
BlueSky Wealth Advisors, LLC
Wealth Advisor
As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Tom Rasmussen, CFP®
Fee-Only financial planner located in Pleasanton, CA, serving clients locally and across the country
Tom Rasmussen is a Pleasanton, CA fee-only financial planner. BlueSky Wealth Advisors provides comprehensive financial planning and wealth management to help medical practitioners, small business owners, successful professionals and retirees organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Tom Rasmussen is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
As a Wealth Advisor, Tom Rasmussen is responsible for managing client data, developing financial plans, implementing recommendations, and presenting information to clients. He assists in answering their daily and ongoing questions as well as managing their investments and other financial matters.
Tom earned a BS degree in Personal Financial Planning from Utah Valley University in 2018, received his Certified Financial Planner™ (CFP®) designation in 2019, and has a variety of industry licenses.
Tom joined BlueSky in 2022 and has experience working at a large broker-dealer where he assisted high-net-worth clients with placing trades in their retail accounts. He has experience working with many different people from everyday workers to high-net-worth tech employees to business owners. Tom is passionate about holistic planning to bring a client’s entire financial picture into focus.
Tom lives in Tri-Cities, Washington with his wife and children.
BlueSky Wealth Advisors is an independent, fee-only financial planning firm with offices in New Bern, North Carolina, Pleasanton, California and San Jose, California.
Our clients include individuals and families who wish to delegate the day-to-day responsibility of investment management and financial planning to a professional.
At BlueSky, we believe independence leads to objectivity. We do not sell any products, earn commissions, accept or pay referral fees, or otherwise receive compensation from any source other than our clients.
As a fiduciary, our sole purpose is to provide superior investment management and financial planning advice to our clients to help them achieve their own unique, long-term financial goals.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
Ideal Clients
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
Working Together
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
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Tom Rasmussen 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.
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Tom Rasmussen is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
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BlueSky Wealth Advisors, LLC is an Approved Dimensional Funds AdvisorDimensional believes an advisor can work closely with you to understand your financial needs and provide a range of wealth management services, while encouraging the discipline essential to long-term investment success. Financial advisors who work with Dimensional operate independently from Dimensional and vary in the extent to which they use Dimensional funds.
Contact Tom Rasmussen
Office Locations:
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1811 Santa Rita Road
Suite 214
Pleasanton, CA 94566
