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Thomas G
Series 66
Ashmore, IL
Cetera Planning Partners
Thomas Gilbert is a financial advisor with Cetera Planning Partners, holding a Series 66 designation and bringing 26 years of industry experience. His career includes long-term roles at Avantax Planning Partners Inc and Honkamp Krueger Financial Services. He is a shareholder and advisor with Thomas L. Gilbert Financial Services, a wealth management firm. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees, offering investment management, comprehensive financial planning, Social Security optimization, and retirement advice. The firm provides additional services such as tax planning, bookkeeping, payroll support, and estate planning through third-party providers, with an investment process centered on diversified mutual fund and ETF allocations tailored to client objectives and risk tolerance.
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