Tom Hajny, CFP®, CLU®, ChFC®

Thomas P. Hajny started his career in Boston before moving to Seattle in 1988. He has more than 35 years of experience in the financial services industry. He focuses on helping clients to properly plan their financial future whether they are nearing or in retirement. He believes that educating clients and involving them in the different facets of the planning process is extremely important, especially to help them gain more confidence.

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Tom finds that some retirees aren’t often well-versed in Social Security and they don’t know how to get the most out of their retirement benefits. He continues to study retirement planning and related concepts throughout his career so he can best serve and inform his clients. He has taught at numerous workshops and seminars on Social Security to educate retirees so they can understand how to incorporate their benefits with other income, know when they should begin drawing those benefits, and what penalties to be aware of. He always stresses the importance of thorough planning before choosing strategies.

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Earlier in Tom’s life, he started a painting business with 25 employees. He did this while carrying a full course load in college and running for the State General Assembly of Pennsylvania. He has always been motivated to start and run businesses, and his knowledge and experience in this area helps business owners today who may need financial planning help during their own business growth.

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Tom has an MBA from Farleigh Dickinson University and is a Certified Financial Planner™. He has earned the Chartered Life Underwriter® (CLU) and Chartered Financial Consultant® (ChFC) designations, which provide him with the knowledge and experience in personal financial planning, life insurance and legacy planning,

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Tom is originally from New York and is a descendant of a hardworking Czech immigrant family and is the oldest of five children. He is passionate about helping to educate entrepreneurs so they can reach their path in business and life.