Located at: Thomas C. Buckley Financial Consultant Chartered Retirement Planning Counselor SM Located at: Pasadena Service Federal Credit Union 670 N. Rosemead Boulevard Pasadena, CA 91107-2101 626-351-9651, Ext. 146 Cell: 310-489-1983 [email protected] WORK EXPERIENCE Prior to Pasadena Service Federal Credit Union, Tom served as a ﬁnancial advisor at Bank of America/Merrill Lynch, Edward Jones and UBS Financial Services, Inc. and as a vice president in Mellon Financial Corporation’s Private Wealth Management practice. EDUCATION A Chartered Retirement Planning Counselor, Tom earned his M.B.A from the University of Chicago with an emphasis in ﬁnance and his B.S. degree in business administration and psychology from the University of Wisconsin. FAMILY After living nearly 30 years in suburban Chicago Illinois, Tom and his wife Charlotte moved to Pasadena California in 2002. They are the parents of two married daughters and proud grandparents. COMPANY BACKGROUND When you call on the professional wealth management advice and guidance oﬀered by the Pasadena Service Federal Credit Union through LPL Financial, you can expect a full range of investment products including brokerage accounts, IRAs, Stocks and Bonds, Mutual Funds, Managed Accounts, Annuities, Insurance, College Savings Plans, and Brokered CDs. We have a strategy for every stage of your ﬁnancial life. Thomas C. Buckley is a Registered Representative with LPL Financial. Securities and advisory services oﬀered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. Insurance products oﬀered through LPL Financial or its licensed aﬃliates. Pasadena Service Federal Credit Union is not aﬃliated with LPL Financial. Insurance and investment products are: Not NCUA Insured Not Credit Union Guaranteed May Lose Value