Thomas Elms, CFP®

Private Wealth Manager

Thomas Elms is a Certified Financial Planner™ (CFP®) with Personal Financial Group. He is recognized as one of the youngest Financial Advisors to ever achieve the Certified Financial Planner™ designation at 23. Thomas worked with PFG as an intern for two summers and moved his way up to a Financial Advisor role after passing his Securities Industry Essentials Exam (SIE) Series 7, Series 66, and Life & Health Insurance exams that he holds through LPL Financial before graduating college at Biola University in Southern California. He was also a member of the school’s Baseball Program. Thomas works as a Financial Planner within PFG's Professional Athlete Division and loves working with other clients ranging from young investors all the way up to retirees.