Thomas E. Crider

Thomas E. Crider

Managing Partner - Senior Financial Advisor

Phone: 949-783-2220
Fax: 949-732-4989
E-mail:
 

Tom began his career in the financial services industry in 1998.  His years of experience in various roles as manager, trainer and financial advisor have shaped his approach in partnering with his clients. Witnessing client / advisor relationships from multiple vantage points and having personally guided clients through two major market events (2000, 2007-2009) has given Tom a unique perspective, which he has incorporated into his practice.

Tom believes the key components of a successful client / advisor relationship include an ongoing, disciplined process focused on what is most important to the client, a high level of meaningful two-way communication, and clear expectations.

Originally from Colorado, Tom currently resides with his family in San Juan Capistrano, California. He and his wife spend most of their free time with their three active children – Cloi, Bryce and Levi. Tom enjoys mountain biking, yoga and giving back to the community through coaching youth football.

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