Thomas Sim ChFC, CLU, CRPC, CLTC
CA Insurance Lic. 0809339
Thomas graduated from University of Southern California in 1990 with a Bachelor’s degree in Marketing. Thomas immediately began his financial services career with the Tax & Financial Group in Newport Beach, California. Thomas formed his own firm, Tax & Financial Partners, in 2004. Thomas’s clients consist primarily of closely held business owners, corporate executives and professionals. His specialty includes financial, estate and investment strategies. Thomas also spends much of his time designing creative compensation solutions that benefit owners and highly compensated executives of closely held companies. Lastly, he is involved in the design and implementation of corporate exit strategies and business succession plans.
Thomas believes in being involved and giving back to the community and charities. He is a member of the Laguna Beach Chamber of Commerce, Society of Financial Service Professionals and NAIFA. Additionally, Thomas volunteers his time to a number of charities assisting them in philanthropic efforts including the AIDS Foundation Services and Child Abuse Services.
Thomas is a Registered Representative offering investments and advisory services through Lincoln Financial Securities Corporation, Member SIPC.