Chandler, CFP, CRPC
Fee-Only Financial Advisor
Wealth Advisor / Partner
559-277-4772 ext. 1008
Tom Chandler, CFP, CRPC is a Certified Financial Planner and Wealth Advisor. Tom is highly experienced in investment management for the affluent, 401(k) plans and multi-generational estate plans. Tom spent 35 years as a high net worth wealth advisor for Merrill Lynch and LPL Financial. Tom has extensive knowledge in managing investments through both up and down markets.
Prior to becoming a Financial Advisor, Tom was an investment coordinator for Merrill Lynch's municipal bond fund department.
KERR WEALTH MANAGEMENT
Thomas "Tom" Chandler is a Certified Financial Planner (CFP) and Chartered Retirement Plan Consultant (CRPC) and investment advisor. Tom is a 38-year industry veteran and our newest advisor partner. Tom was a wealth advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. for 32 years and recently transitioned to the Kerr Family in his mission to serve his client's objectively and independently in a fee-only setting. Tom has extensive knowledge in financial planning, asset management and the equity markets both globally and domestically. Tom graduated from Gettysburg College with a Bachelor of Arts degree. Tom's experience and business acumen will serve as a key component to our firm's core investment strategies and help us further pursue our goals as a fee-only investment advisory firm. In Tom's spare time he enjoys playing golf, spending time with his wife and kids and being an active member of Fresno Estate Planning Counsel.