Tom Argites, CFP®, CRPC®
Senior Financial Advisor, CUSO Financial Services, L.P.
Phone: 800.637.0852 x7148 (Rose Hill and Studios West branches)
Securities licensed in Oregon, Washington, California, Illinois and Texas.
Tom Argites is a CFS Senior Financial Advisor in the King County area. He has helped hundreds of members from Microsoft and the Microsoft Alumni Network, Expedia, Amazon, Google, and more establish sound financial plans that include identifying goals and starting investment strategies.
Some of Tom’s insight into the needs of high tech and telecom employees comes from working for Microsoft for over a decade. That experience is a big reason why he’s been able to help so many First Tech members craft plans that reflect their goals and dreams.
Tom is a CERTIFIED FINANCIAL PLANNERTM practitioner. He received his undergraduate degree from Evergreen State College in Olympia, has always been an active volunteer through the Northshore School District, is a member of the Puget Sound Financial Planning Association and the credit union’s representative to the Redmond Chamber of Commerce. His activities outside the credit union include boating, skiing and motorcycle riding.
Qualifications: holds series 7, 66 securities licenses; life and health insurance licensed with variable endorsements. Investments and investment advisory services offered through CUSO Financial Services, L.P. (CFS), an independent broker-dealer and SEC Registered Investment Advisor are Not NCUA/NCUSIF insured, are Not credit union guaranteed and May lose value. First Tech Credit Union is in partnership with CFS. Financial Advisors are employees of First Tech Credit Union and registered through CFS. (Member FINRA/ SIPC)
CFP® and CERTIFIED FINANCIAL PLANNER™ are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP® Board ’s initial and ongoing certification requirements.
CHARTERED RETIREMENT PLANNING COUNSELORSM AND CRPC® are registered service marks of the College for Financial Planning®.
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