Tom Pazera, CFP®

Founder & Chief Investment Strategist

tom pazera

Tom began his career as a CPA before transitioning to personal financial planning in the late 70’s. He is passionate about his profession and the role it plays in making a significant impact in people’s lives.  This passion continues with Tom’s involvement in the community and within his church. He started the Pazera Family Foundation in 2012 not only to make an impact in various organizations, but to especially provide opportunities for Christian youth mentorship and veteran assistance.  Tom feels blessed to have both of his sons working at the firm, as it fuels the opportunity to grow their relationships with each other and provide a world class experience to their clients.  He and his wife Donna have been married for over 40 years and enjoy traveling, playing golf together, and spending time with their sons and grandchildren. Tom has always felt at home on the water, and in his free time can be found fishing in the Texas flats with his boys and grandsons.


Central Connecticut State University, B.B.A. Accounting


40+ years of independent financial planning work

Certified Financial Planner ™ professional (CFP®)

Former practicing Certified Public Accountant

Series 7, 24, and 66 licenses

Texas life & Health Insurance license

Founder and president of the Pazera Family Foundation

Financial Planning Association member

Coastal Conservation Association lifetime member