Chris Thom is a senior wealth management executive with 25 years of industry experience. He has a passion for delivering superior results by equipping advisor teams with a disciplined financial planning approach that creates exceptional client experiences. Chris was a financial advisor before entering leadership roles at USAA, Charles Schwab and most recently Edelman Financial Engines. His tenure at Charles Schwab culminated in the leadership of Schwab Private Client Investment Advisory (now known as Schwab Wealth Advisory), a Schwab-owned registered investment advisor with over 800 employees and $125 billion in assets under management. Most recently at Edelman Financial Engines, Chris led the West Division of financial advisor teams, which included over 150 advisors in 49 offices across the western United States.
Chris holds several professional certifications and designations, including CERTIFIED FINANCIAL PLANNERTM, Chartered Financial Consultant®, Chartered Life Underwriter® and Certified Wealth Strategist®. He holds a Life/Health Insurance license, and he previously held FINRA Series 24 and Series 7 licenses.
Chris lives in Fort Worth, Texas, with his wife and three children. A graduate of Texas Tech University, Chris is an avid college football and basketball fan when not watching his own kids compete at soccer, golf and cheer.
For more information on the awards and recognitions referenced above, please visit https://www.adviserinvestments.com/awards-and-recognitions/.
Polaris Wealth Advisory Group and Adviser Investments are now under one new brand, RWA Wealth Partners.
Over the next few months, we are transitioning to a new website under our new brand. For you, this means a better experience and more access to valuable education, insights and advice. It also means you gain access to expanded wealth management solutions such as tax¹ and legal services², alternative investments and more. Explore this site for additional information on these new services and call your advisor with any questions at 833-RWA-PLAN.
¹Personalized tax advice and tax return preparation is available through a separate, written engagement agreement with RWA Tax Solutions, LLC.
²Legal services can be obtained through a separate, written engagement via our relationship with Hall & Diana, LLC