Tom McGuigan began his career as a wilderness ranger for the National Park Service and held positions with conservation agencies, including the National Audubon Society and The Nature Conservancy. He transitioned to the investment advisory business in 1993. Although these two professions appear to be worlds apart, he notes many of the principles in conservation — diversification, balance and long-term perspective — are the same principles in financial planning. After spending the first 12 years of his investment career with a large, national financial planning company, Tom was attracted to the independence, creativity and client-centered philosophy embodied by Exencial Wealth Advisors. Tom has written for the Lyme Times, where his Money Matters column addressed personal finance, investment and business issues. National publications, such as The Wall Street Journal, InvestmentNews and The Journal of Financial Planning have featured his expertise and research. Tom graduated from the University of Massachusetts in 1980 and earned the Certified Financial Planner™ (CFP®) designation in 1997. He and his wife, Pam, live in Guilford and enjoy the beauty of Connecticut. They can often be found kayaking in Long Island Sound or the East River, bicycling the backroads of Guilford, bird-watching at Hammonasset State Park, or fly-fishing a wild brook trout stream located…well, we can’t disclose that one!
CFP - The CFP® certification is a financial planning credential awarded by the Certified Financial Planner Board of Standards Inc. (the “CFP Board”) to individuals who meet its education, examination, experience and ethics requirements. Eligible candidates are generally required to have three years of financial planning related experience and possess a bachelor’s degree from an accredited U.S. college or university. Certificants are further required to complete a CFP Board-Registered Education Program (or possess a qualifying professional credential), clear a personal and professional background check, and pass the CFP® Certification Examination, a six-hour multiple choice exam divided into two separate sessions. In order to maintain the certification, CFP® designees must also complete at least 30 hours of continuing education every two years on an ongoing basis.
Estate Planning Team