Tommy Owens, CFP®

About

As an associate advisor at BEW, I’ve spent the last three years supporting clients’ day-to-day needs and conducting financial planning analyses, all while learning from an exceptional team of lead advisors. Like many others during the early days of the pandemic, I took time to reflect on my career path. An MBA course inspired me to pivot into wealth management — a decision that has been incredibly rewarding and has set me on the path toward a fulfilling career as an advisor.

I enjoy meeting clients, hearing their stories, and helping them navigate the many risks and opportunities life brings. My background in public relations taught me how to translate complex topics into clear, actionable language — a skill I use daily to help clients prioritize their goals and tackle challenging financial situations.

You might be surprised to learn that I’m a sixth generation San Franciscan. I love that my deep roots in the bay area help me connect to our clients based here. When I’m not working you can find me immersed in a good book.