portrait of Thomas A Berlin

About Thomas

As my parents were nearing retirement, they were experiencing significant uncertainty of whether they had the funds to get through their retirement. After partnering with a local Edward Jones financial advisor in their area, they gained the confidence and understanding they needed to be comfortable with making such a major decision to finally retire. Observing through my parents' eyes as to how Edward Jones keeps their clients at the forefront of their decision making and genuinely tailors strategies for each clients' individual needs, led me to want to help others how Edward Jones helped my parents.

After spending many years working...

Focus Areas

  • Retirement Savings Strategies
  • Wealth Strategies
  • Estate & Legacy Strategies
  • Retirement Income Strategies
  • Business Retirement Plans
  • Portfolio Reviews

Work History

  • Edward JonesDecember 2019 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™
  • ChFC®

    Chartered Financial Consultant®

Education

  • Metropolitan State UniversityBachelor of Science

Personal Interests

  • Spending Time with Family
  • Music
  • Photography
  • Basketball
  • Hiking

Team Members

  • Bella Trinh
    Branch Office Administrator
    FPQP®

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 05:00PM
Tue 08:30AM - 05:00PM
Wed 08:30AM - 05:00PM
Thu 08:30AM - 05:00PM
Fri 08:30AM - 05:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

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