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rooney

Tom Rooney

Qualified Plan Specialist & Founder of CFC

Tom Rooney graduated from Eastern Illinois University with a degree in Economics with an emphasis in statistics. After graduation Tom decided to pursue a career in finance and began working for First Chicago Bank and Trust (now part of JP Morgan Chase) in 1994, where Tom was rapidly promoted to Vice President of Institutional Investment Management Sales. This position enabled him to advise a variety of clients with a wide range of solutions to solve their financial needs including 401(k)s and Defined Benefit. In 2005 Tom accepted the Regional Sales Director position in Scottsdale, AZ with Marshall & Ilsley (M&I), a super-regional bank with a robust financial division that managed over $60 billion in assets. In 2010 after M&I was acquired by BMO Harris. Tom had the opportunity to follow his passion and concentrate his attention on the investment analytics, cost and structure of qualified plans.

Today, Tom has leveraged his 20 plus years of experience to establish Clear Fiduciary Consultants, LLC (CFC) a Registered Investment Advisor. CFC is dedicated to retirement plans and the fiduciary responsibility of the employer and committee members. Tom founded CFC to ensure these fiduciary duties are met to minimize the exposure to litigation.

Come and Work with Us

Contact Information

Silverhawk Private Wealth – Headquarters
21090 N. Pima Road
Scottsdale, AZ 85255

 

Irvine Office
949.207.6036

 

Seattle Office
1601 5th Ave Suite 1100
Seattle, WA 98101