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Thomas P

Series 63, Series 65

Manasquan, NJ

Capital Analysts

Thomas Price is a financial advisor with Capital Analysts who holds Series 63 and 65 licenses and has 39 years of industry experience. He has worked at Lincoln Investment Planning, Inc. since 1986 and joined Capital Analysts in 2023. Outside of his advisory role, he serves as Managing Director of CollegeBound Solutions, LLC, which assists students and parents with college selection, affordability, FAFSA preparation, and marketing for student athletes. Capital Analysts serves a diverse client base including individuals, high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management, access to third-party managers, and retirement plan advice through a nationwide network of independent advisors and its in-house investment management team, utilizing proprietary screening methods and fiduciary practices.

Tax-loss harvesting ESG / Sustainable investing Passive / index investing Active portfolio management
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