Thomas A. Davia, CFP®
Helping Clients in Illinois
Tom’s educational approach to investing focuses on doing what's best for his clients. He begins by asking each person to tell him what goals and objectives they want to accomplish, dedicating time to fully understand each individual’s distinct needs. Then, he works to match each person's needs and wants, finding the investment option that best fits those objectives.
With more than 20 years of experience in the financial services industry, Tom strives to educate members on the importance of having – and updating – a comprehensive wealth management plan. Tom enjoys developing easy-to-understand financial plans that provide his clients with a sense of comfort. Because of this, he has strong client relationships, some spanning more than 15 years. “My approach is very matter of fact. I’m never pushy or high-pressure. My goal is to educate each person and show them how each piece of the investment plan will benefit them.”
Tom and his wife Jeanne have two children, Delanie and Torry. In his free time, he enjoys boating, golfing and spending time with his family.
Western Illinois University
Bachelor of Science in Accounting and Finance
Registrations and Licenses
FINRA registered (Series 7, 63 & 66 held with LPL Financial)
Certified Retirement Consultant (CRC)
Chartered Retirement Planning Consultant (CRPC)
CERTIFIED FINANCIAL PLANNER™
Alliant Credit Union Headquarters I
11545 West Touhy Avenue
Chicago, IL 60666