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Thomas F
Series 63, Series 65
Cleveland, OH
ConservativeMoney LLC
Thomas Fayen is a financial advisor with ConservativeMoney LLC in Cleveland, OH, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has worked at ConservativeMoney since 1992 and spent four years at Capital Financial Services, Inc. Fayen holds the National Social Security Advisor certificate and has engaged in lead generation focused on Social Security benefits. ConservativeMoney LLC provides investment management and retirement-planning services to individuals, IRAs, trusts, variable annuities, pension and profit-sharing plans, and charitable organizations. The firm employs an active tactical asset-allocation strategy using a unified model portfolio, offers ERISA-related consulting and retirement income guidance, and operates with a compact structure that combines limited discretionary trading authority and aggregated trade executions.
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