Tom Kennedy helps investors and business owners with their complex financial situations by translating their unique needs into enduring personalized financial plans. With over 15 years in the industry, his area of focus is targeted fixed income, equities, real estate and alternative investments. He currently serves as host of Your Money Momentum, a Global Wealth Advisors podcast on financially related topics. He also serves on the board of the nonprofit United Against Human Trafficking, assisting with business planning and providing trafficking survivors with the financial skills necessary to reduce the risk of re-victimization.
Tom holds the CERTIFIED FINANCIAL PLANNER™ certification, which is awarded by the Certified Financial Planner Board of Standards, Inc., and earned a Bachelor of Science in Finance from the University of Colorado at Boulder. He also earned the Climate Change and Investment Academy Certificate through a partnership between Columbia University’s Earth Institute and Alliance Bernstein.
Securities and advisory services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser. Financial planning services offered through Global Wealth Advisors are separate and unrelated to Commonwealth. He can be reached at Global Wealth Advisors, 520 Post Oak Blvd., Suite 450, Houston, TX 77027.
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