We Help Our Clients Build and Maintain their wealth
How We'll Help You
Tom Vaughan
CEO
Co-Founder
CERTIFIED PORTFOLIO MANAGER™
Tom Vaughan is the CEO and co-founder of Retirement Capital Strategies. Tom began his financial advising career in 1987 with First Investors Corporation, a Wall Street-based investment firm, though he has been investing in the stock market since the age of twelve. Tom’s specialty is crafting our portfolio strategies. Tom completed the CERTIFIED PORTFOLIO MANAGER™ program at Columbia University. He also graduated as a Dean’s Scholar from San Jose State University.
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"We are so fortunate to have found RCS right after the market crash in 2008. We lost a lot of our investment money and didn't know what to do. We came to RCS to discuss the options available for our future financial planning.
RCS has the best support team ever. Marie and Theresa are so knowledgeable, always pleasant, and are quick to respond to our questions. We were so delighted when Tom took over as our personal financial advisor.
Tom always gives excellent financial advice. He is always on top of what's good investment, explains changes in the market and how it is affecting our investment. He makes adjustments to our investment to accommodate market fluctuations. He takes the time to meet with us on a regular basis and explains how we are doing and if we will still meet our financial goal in case of a market downturn. We enjoy watching Tom's daily market update. lt is very helpful in understanding what is going on in the financial world. Thank you Tom for all that you do for us."
RCS has the best support team ever. Marie and Theresa are so knowledgeable, always pleasant, and are quick to respond to our questions. We were so delighted when Tom took over as our personal financial advisor.
Tom always gives excellent financial advice. He is always on top of what's good investment, explains changes in the market and how it is affecting our investment. He makes adjustments to our investment to accommodate market fluctuations. He takes the time to meet with us on a regular basis and explains how we are doing and if we will still meet our financial goal in case of a market downturn. We enjoy watching Tom's daily market update. lt is very helpful in understanding what is going on in the financial world. Thank you Tom for all that you do for us."
Heidy and Fernando C..
*Testimonials are comments received from existing clients about their individual experiences with Retirement Capital Strategies. Comments may have been shortened to exclude any client personal information. No cash or non-cash compensation was provided for these testimonials.
*Testimonials are comments received from existing clients about their individual experiences with Retirement Capital Strategies. Comments may have been shortened to exclude any client personal information. No cash or non-cash compensation was provided for these testimonials.
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