Tom entered the Financial Services industry in 1996 as an Independent Insurance and Securities Broker after a successful career as a small business entrepreneur dating back to 1982. In 1997 he became an Independent Financial Planner to accommodate the many different financial needs of his growing clientele. Tom is presently affiliated as an Investment Advisor Representative offering services through Crown Capital Securities, L.P. He currently holds licenses to sell securities* and insurance in the state of Colorado and 5 other states. In 1996, he co-founded Personal Financial Management Workshops, Inc. a non-profit corporation dedicated to providing a curriculum of financial education to the community.
Thomas Ren is a well-known financial advisor* and financial educator throughout Colorado's front-range. Mr. Ren manages over 25 million dollars of assets. Additionally, he strives to help Jefferson County residents minimize their taxes, and increase their income. Tom believes that proper financial education will enable individuals and businesses to make better decisions regarding their financial futures. Tom has already conducted over 250 educational workshops in both the public and corporate arena throughout Jefferson County, and the metro Denver, Colorado area.
Tom specializes in Retirement Planning, Wealth Preservation, Money Management* and Comprehensive Financial Planning* along with Investment Advisory Services* including: Investment*, Tax, Retirement and Estate Planning including Asset Allocation*, 401(k) advice and all aspects of IRA's.*
In 2002, Tom Incorporated BULL & BEAR FINANCIAL OUTFITTERS"Guide to your financial freedom." While this philosophy is opposite the "traditional" buy, hold and reallocate approach and is certainly not for everyone, it serves a "niche" purpose.
Tom's office is conveniently located in Littleton Colorado. Call (303) 215-1313 today to schedule your complimentary consultation.