News By Tag
News By Location
Colorado Society of CPAs to host AICPA's Personal Financial Planning Boot Camp Taught by Tom Tillery
Thomas Neal Tillery, CFP®,CLU®, ChFC®, CRPC®, LUTCF Vice President/Chief Compliance Officer of Paraklete® Financial, Inc. (PFI) will teach the AICPA Personal Financial Planning Boot Camp sponsored by the Colorado Society of CPAs.
Paraklete® Financial, Inc. (PFI) is a "true fee-only" financial planning firm. PFI provides integrated financial planning services to individuals and families, businesses, estates, trusts, charities and foundations without managing assets and without selling products. The firm also assists CPAs around the country with the integration of holistic financial planning into their practices.
Thomas Neal Tillery, CFP®,CLU®, ChFC®, CRPC®, LUTCF is Vice President and Chief Compliance Officer of Paraklete® Financial, Inc. Paraklete®
Tom earned a M.S. in Financial Services from The American College and an M.A. in Education from The Southern Baptist Theological Seminary. He is an active member woicv of AICPA (Non-CPA Associate), the Atlanta Estate Planning Council, National Association of Personal Financial Advisors (NAPFA) and the Society of Financial Service Professionals.
Tom is a frequent speaker and writer on all topics relating to personal financial planning. He has written personal financial planning curriculum for several universities and on-line providers. Tom holds the singular position of being the only instructor who has moderated both the CFP® and CPA/PFS Live Reviews – his pass rate for both exams exceeds the national averages! In his spare time Tom is also an Arbitrator for the Financial Industry Regulatory Authority.
Tom and his family reside in Kennesaw, Georgia.