Michael Tom
Investment adviser representative at Atwob
11 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$113.9MFirm assets
Are you Michael Tom? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
11 years in the industry.
- AtwobOct 2021 to now
- Point B Planning LLCJun 2015 to now
Designations
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (NY).
Atwob
Legal name: Point B Planning, LLC
$113.9MAssets managed
97Clients
2Advisers
6 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2963123
- Firm CRD
- 172961