CERTIFIED FINANCIAL PLANNER™
Utah Valley University, B.S. in Personal Financial Planning
As a Financial Planner, Tom Rasmussen combines his love for numbers with his desire to help people. In his role, he attends meetings with clients, helps build and update their financial plans, and follows up with them after meetings. Given his love for numbers, it may come as no surprise that some of his most satisfying moments arrive when he feels like the team has come through for a client and the numbers back up the planning that was done. Tom got his start in the financial services industry working full time for Fidelity Investments while attending Utah Valley University to obtain his B.S. in Personal Financial Planning. After graduation he began working at NewFocus Financial Group in July of 2018. He enjoys the one-on-one interaction with clients. He is a CERTIFIED FINANCIAL PLANNER™. A resident of Ridgefield, WA, Tom and his wife, Sarah, are busy raising their two daughters. They love going on weekend trips as time permits. Tom relishes time outdoors, working out and cheering on Ducks football.
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