Thomas Grunbeck, CFP®

Thomas Grunbeck, CFP® serves the team as a paraplanner who brings more than 5 years of experience in the financial services industry. His previous career was in corporate finance.

Among his duties, Thomas constructs and updates financial plans, researches financial planning questions, manages and creates processes, and provides back-office support. He also assists with the administration of financial plans, which is crucial for clients to reach their financial goals.

Thomas loves to facilitate financial success and does the meticulous job of assembling all the pieces that put financial strategies into motion. His goal is to ensure that Oaks Wealth Management clients are supported and successful.