Thomas J. Ptacin
CFP®, AIF®, CRPS®, MBA
Financial Advisor / Member Owner
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Education &
Thomas “Tom” Ptacin is a financial advisor in our Rockford, Illinois, office. As a CERTIFIED FINANCIAL PLANNER® professional, he guides individuals and families through comprehensive financial planning, with a focus on wealth transfer and philanthropy, tax-efficient strategies, retirement income planning, insurance analysis, debt management, and education funding. He’s also an Accredited Investment Fiduciary® (AIF®) and Chartered Retirement Plan SpecialistSM (CRPS®).
Tom has worked in the financial services industry for more than 25 years. Before joining Savant, he held trading and management roles at a large insurance company. His background in investment operations strengthened the firm’s approach to trading, portfolio management, and reporting.
He earned a bachelor’s degree in business administration with an emphasis in finance and economics from the University of Wisconsin–Eau Claire and a Master of Business Administration (MBA) from the University of Montana.
Tom and his wife, Kari, have two children, Thomas and Anna. He enjoys fishing, traveling, playing tennis and golf, and spending time with his children.
Education &
Designations
- University of Wisconsin–Eau Claire
Bachelor of Science in Business Administration with an emphasis in Finance and Economics - University of Montana
Master of Business Administration (MBA) - CERTIFIED FINANCIAL PLANNER® professional
- Accredited Investment Fiduciary® (AIF®)
- Chartered Retirement Plan SpecialistSM (CRPS®)
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP® in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.