G. Thomas Page, CFP®
With a wealth of experience in the areas of personal and family financial planning, Tom helps our clients with legacy planning: providing for individuals and organizations they care about. He works with the PWA team to develop strategies which enable our clients to make wise financial decisions that sustain their personal goals and values.
He began his financial services career at a national firm offering securities and insurance. He did graduate work at Drew Theological School, and then served for many years as Managing Director of a year-round camp and program center in the Poconos. In 1987, Tom returned to the field of financial planning, eventually partnering with three other professionals to form an independent financial and estate planning firm. In 2004, he joined Personal Wealth Advisory.
Qualifications & Affiliations:
- B.S. in Business Administration/Economics, The Pennsylvania State University
- CERTIFIED FINANCIAL PLANNER™ professional since 1993
- FINRA Series 6, 7, 63 and 65 as well as Principal Series 24
- Financial Planning Association, Central Pennsylvania Chapter, Board Member
- Lancaster County Estate Planning Council
- Kingdom Advisors
- Local Election Board
Personal:
- Tom and his wife Linda are residents of Lititz, PA. He has 3 sons and 7 grandchildren.
- He is a member of the Lancaster Evangelical Free Church, serving as a leader in Men's Ministry.
