Tommy Mai is the president and founder of Tommy Mai Financial, a full-service financial planning firm providing clients with investment services, retirement planning and charitable planning. As the leader of the organization, Tommy uses his genuine and good-natured personality to intently listen to his clients and get to know them on a personal level before formulating reliable strategies they can be confident in.
Influenced by his belief in Buddhism and the philosophy of karma, Tommy strives to do well by his clients at all times to help ensure he has good karma and the opportunity for a happy life. To accomplish this, Tommy focuses on the relationships and treating clients like family, so much so that he offers unlimited consultations with clients to help ensure they are comfortable with him and the strategies he designs.
Because he sees clients as an extension of his family, Tommy works daily to build long-term and meaningful relationships with them by being there for them personally and professionally and by focusing on integrity and customer service. He is friendly, supportive and dependable and is committed to continual learning because it allows him to provide his clients with individualized plans they understand and believe in. Tommy graduated from UC Berkeley with a bachelor’s degree. He is a certified estate planner and his professional credentials include Series 66 and Series 7 designations, a real estate license and a tax preparer license. Outside of the office, he enjoys reading self-improvement books, playing badminton and mingling with friends over drinks.
8201 Westminster Blvd, Suite 202 Westminster, CA 92683 P: 714-989-6699 F: 714-455-3687
Advisory Services Offered Through Change Path, LLC an Investment Advisor. Tommy Mai Financial and Change Path are not affiliated. Licensed insurance professional. CA Insurance License number 0H19677. Respond and learn how various financial products including life insurance and annuities can be used in various planning strategies for retirement.
This information is designed to provide a general overview with regard to the subject matter covered and is not state specific. The authors, publisher and host are not providing legal, accounting or specific advice for your situation.