Thomas J. Powers
Principal and Financial Advisor
CFP®, CLU®, ChFC®
Thomas J. Powers is a Financial Planner and Principal of California Financial Advisors. Mr. Powers graduated from California State University, Chico, in 1988 with a Bachelor of Science degree in Finance. He received his Chartered Financial Consultant (ChFC®) designation from The American College in 1991. Mr. Powers received his Chartered Life Underwriter (CLU®) designation in 1993 and his Certified Financial Planner (CFP®) designation in 1994.
Mr. Powers specializes in working with corporate managers and executives in planning for retirement and the management of retirement and other investment assets. Mr. Powers has been a featured speaker at numerous financial planning seminars in the Bay Area.
He has been very active in his local community as a past board member and chairperson of the Pleasanton Chamber of Commerce. Currently, he serves as a board member for the Rotary Club of Pleasanton North. He spent many years as both a youth hockey coach and little league baseball coach. He has also taken a lead role in the effort to make ice hockey an official high school sport.
He and his wife, Patty, have two adult children currently living in the Bay Area. The family enjoys travelling and are avid San Jose Sharks fans, having held season tickets for more than 20 years.
Tom’s Executive Assistant
Rachel Diamond
“Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the U.S., which it authorizes use of by individuals who successfully complete CFP Board's initial and ongoing certification requirements.”