Helping Clients in Illinois
About Tom
Tom Davia believes that good financial advice starts with understanding what matters most to each client. He takes the time to learn about their goals, concerns, and priorities before developing financial planning and investment strategies tailored to their individual needs. His approach centers on helping clients make informed decisions and understand how the various pieces of their financial and investment plans work together to support their long-term objectives.
Tom began his career in the financial services industry in 1997 and has dedicated his career to helping individuals and families navigate important financial decisions. His areas of focus include retirement planning, income strategies, tax-efficient planning, inflation considerations, and preparing for healthcare expenses in retirement. His goal is to make complex financial topics easier to understand while helping clients gain clarity around their financial goals and priorities.
Education is an important part of Tom's practice. Whether meeting one-on-one with clients or presenting educational seminars and webinars on financial planning, retirement, and investment topics, he is committed to explaining financial concepts in a clear and practical way. He believes clients should understand not only what they are doing, but also why they are doing it and how each component of their financial plan contributes to their overall strategy.
Tom holds the CERTIFIED FINANCIAL PLANNER™ (CFP®) certification, CFP® conferred by College for Financial Planning, and earned a Bachelor of Science degree in Accounting and Finance from Western Illinois University. Prior to joining Alliant Retirement and Investment Services, he worked at Protective Life, where he gained valuable experience helping individuals and families prepare for their financial futures.
Tom resides in the northwest suburbs of Chicago with his wife, Jeanne. Outside of work, he enjoys spending time with family and friends, traveling, boating, and golfing.
Registrations and Licenses
FINRA registered (Series 7, 63 & 66 held with LPL Financial)
CERTIFIED FINANCIAL PLANNER™