Insurance Strategies, Investment Strategies (Reg. Reps Only), Business Owners, Lesbian, Gay Bisexual, Transgender, Questioning (LGBTQ), Military, Special Needs (ChSNC Required), Retirement Income Planning, College Funding Strategies, Charitable Giving, Retirement Strategies, Estate Planning, Financial Education, Risk Management Strategies
California Insurance Lic. #0650673
For more than 28 years, Tom Naylor has helped individuals and families achieve their financial goals through a variety of planning strategies. His broad knowledge of insurance and investment products gives his clients the confidence they need when working with a financial services representative.
Tom graduated from the Marriott School of Management at Brigham Young University in 1983 with a Finance and Economics degree. Tom holds the designations of Certified Financial Planner and Chartered Life Underwriter, along with FINRA Registrations – Series 7 (General Securities Representative), Series 24 (General Securities Principal) and Series 65 (NASAA Uniform Investment Advisor Law Examination).
His professional mission statement declares: It is our responsibility to educate, inform and empower our clients by delivering the most accurate and timely financial information available while providing the very top quality products and services through companies and individuals who share our level of commitment to integrity.
Tom resides in the Sabre Springs area of San Diego with his wife Diane. Tom and Diane are proud of their three children, all of whom are now married. Evan and Jenni Naylor live in Poway, CA, with their son Cy. Jordan and Maddie Naylor live in Rexburg, Idaho. Brynn married Trevor Clark and they currently reside in Provo, Utah.
Tom is passionate about his family, his clients and his hobbies. Over the past 10 years, Tom has participated in 18 marathons, several duathlons and triathlons, including six Ironman triathlons.
Check the background of this investment professional on FINRA's BrokerCheck