Interview with Tom Stefaniak Certified Financial Planner (CFP®) President of Pinnacle Wealth Management Discuss the topic, how much money is enough to retire


Tom Stefaniak discusses important retirement issues, including:

  1. How much money is enough to retire?
  2. What are the most important risks when setting up a pension plan?
  3. What are the biggest mistakes people make when setting up a retirement plan?

Listen to the interview on the Business Innovators Radio Network

Interview with Tom Stefaniak Certified Financial Planner (CFP®) President of Pinnacle Wealth Management Discussing Are You Ready to Retire?

When it comes to Invest in your best interest Tom Stefaniak, CFP® strongly believes in financial planning. Each Pinnacle Wealth Management client has the opportunity to create a personal wealth management plan that gives them the opportunity to take a deep look at their financial life.

Tom created Pinnacle Wealth to be a business that values ​​relationships above all else; he enjoys meeting clients and building a relationship that goes far beyond finance.
Stefaniak commented, “It gives me great pleasure to relieve stress and anxiety related to money and retirement and to help you reach your personal and financial goals. By working with you, I am able to help you meet the needs of your specific situation to develop your personalized action plan.

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On Tom stefaniak

Tom began his career as a financial planner with IDS / American Express in 1987. He quickly rose to the level of District Manager and received numerous awards for his customer service. After more than 30 years in the company, Tom can always say with confidence that he loves his job and that he has found his true calling. Tom graduated from the University of Wisconsin-Milwaukee with a double major in Real Estate and Finance at the School of Business Administration. He obtained his CFP® designation in 1990. He is a member of the Financial Planning Association. A lifelong learner, he continued his education through industry courses and leadership programs. Tom is married and has three grown children. He enjoys helping his children with their activities as they move into adulthood. Whenever he has a spare moment, Tom can be found on the golf course. He also enjoys traveling when his schedule allows. One of her favorite destinations is Wisconsin, her home state and home to most of her 9 siblings and many other family members. Fun Fact: Tom is featured as a character in a Star Trek novel, Old Wounds. If you are a fan, check it out every now and then.

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Investment advice

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