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Thomas B

Series 63, Series 65

Foster City, CA

OSAIC

Thomas Befumo is a financial advisor with Osaic, holding Series 63 and Series 65 credentials and bringing 44 years of industry experience. His prior experience includes ten years with Lincoln Financial Advisors and over two decades running Befumo Insurance Group, Inc. He also offers disability insurance, fixed annuities, traditional life insurance, and long-term care products. Osaic Wealth, Inc. serves a diverse client base including individual, high-net-worth, institutional, and charitable investors. The firm provides integrated brokerage and advisory services through a large network of advisers, using asset-allocation tools and multiple investment platforms to manage portfolios across various asset classes.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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