As a Director of Planning, Tom Christensen, CFP®, works with planners to build a clear understanding of the issues involved as well as the possible solutions available. In this role, Tom reviews case information, debriefs with planners, helps analyze data, works with the Planning Department staff to coordinate plan construction, develops and refines possible plan recommendations, and works with planners to position the plan presentation for effective implementation. Tom must ensure that the plan deliverables are complete, accurate, suitable, and compliant while maintaining our high-quality standards. Tom is also responsible for the training and support of financial planning software used. In addition, Tom maintains a private practice with selected clients providing financial planning, insurance, and investment expertise.
In January 2007, Tom relocated to the San Ramon, California office to serve as a Director of Planning. Tom has held this role since the inception of the Financial Planning Department in the Portland, Oregon Lincoln office in 1997. Prior to that time, he provided technical and insurance product support for the firm. Tom joined Lincoln in 1991 immediately after graduation from Portland State University with Bachelor of Science degrees in both Business and Economics. Tom completed his CFP® certification in 2002 and his CRPC® designation in 2008.
Tom has three young children. His interests include skiing, basketball, strategy gaming, model railroading, reading, coaching youth athletics, and playing with his children.