San Francisco, California, United States
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About
Activity
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Did you know that children often understand the concepts of saving and spending money as early as age six? Message me for resources to help teach…
Did you know that children often understand the concepts of saving and spending money as early as age six? Message me for resources to help teach…
Shared by Thomas Van Dyck, CIMA®
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Welcome spring! Wishing you a season filled with growth and positivity.
Welcome spring! Wishing you a season filled with growth and positivity.
Shared by Thomas Van Dyck, CIMA®
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May the luck of the Irish be with you this St. Patrick’s Day! Here’s hoping your day is blessed with prosperity and good fortune.
May the luck of the Irish be with you this St. Patrick’s Day! Here’s hoping your day is blessed with prosperity and good fortune.
Shared by Thomas Van Dyck, CIMA®
Volunteer Experience
Publications
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VIDEO:: Thomas Van Dyck - Traction: The Clean Energy Revolution
Bioneers
Talk at Bioneers about how we need to shift our investments away from fossil fuels. #InvestDivest
Projects
Honors & Awards
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2024 Forbes Best-In-State Wealth Management Team
Forbes/SHOOK
The 2024 Forbes Best-In-State Wealth Management Teams award was announced January 2024. Data as of 3/31/23. The award was developed by SHOOK
Research and is based on in-person, virtual and telephone due diligence meetings and a ranking algorithm that includes: a measure of each team’s best
practices, client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management
and revenue generated for their firms…The 2024 Forbes Best-In-State Wealth Management Teams award was announced January 2024. Data as of 3/31/23. The award was developed by SHOOK
Research and is based on in-person, virtual and telephone due diligence meetings and a ranking algorithm that includes: a measure of each team’s best
practices, client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management
and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have
audited performance reports. SHOOK’s research and rankings provide opinions intended to help investors choose the right financial advisor and team, and are
not indicative of future performance or representative of any one client’s experience. Past performance is not an indication of future results. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. The financial advisor does not pay a fee to be considered for or to receive this award. This award does not evaluate the quality of services provided to clients. This is not indicative of this financial advisor’s future performance. -
Best-in-State Wealth Advisor
Forbes/SHOOK
The 2022 Forbes "Best-In-State Wealth Advisors" award was announced April 2022. Data as of 6/30/2021. The award was developed by SHOOK Research and is based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes: client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms…
The 2022 Forbes "Best-In-State Wealth Advisors" award was announced April 2022. Data as of 6/30/2021. The award was developed by SHOOK Research and is based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes: client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based on the opinions of SHOOK Research, LLC and not indicative of future performance or representative of any one client’s experience. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. The financial advisor does not pay a fee to be considered for or to receive this award. This award does not evaluate the quality of services provided to clients. This is not indicative of this financial advisor’s future performance. For more information: www.SHOOKresearch.com.
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Top 1,200 Financial Advisors
Barron's
The 2022 Barron’s “Top 1,200 Financial Advisors" award was announced March 2022. Data as of 9/30/2021. The award is based on the following criteria: The individual is credentialed as a FINRA registered representative, assets under management, revenue produced for the firm, regulatory and compliance record. The financial advisor does not pay a fee to be considered for or to receive this award. This award does not evaluate the quality of services provided to clients. This is not indicative of…
The 2022 Barron’s “Top 1,200 Financial Advisors" award was announced March 2022. Data as of 9/30/2021. The award is based on the following criteria: The individual is credentialed as a FINRA registered representative, assets under management, revenue produced for the firm, regulatory and compliance record. The financial advisor does not pay a fee to be considered for or to receive this award. This award does not evaluate the quality of services provided to clients. This is not indicative of this financial advisor’s future performance.
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Best-in-State Wealth Advisor
Forbes/SHOOK
The 2021 Forbes "Best-In-State Wealth Advisors" award was announced February 2021. Data as of 6/30/2020. The award was developed by SHOOK Research and is based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes: client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms…
The 2021 Forbes "Best-In-State Wealth Advisors" award was announced February 2021. Data as of 6/30/2020. The award was developed by SHOOK Research and is based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes: client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based on the opinions of SHOOK Research, LLC and not indicative of future performance or representative of any one client’s experience. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. The financial advisor does not pay a fee to be considered for or to receive this award. This award does not evaluate the quality of services provided to clients. This is not indicative of this financial advisor’s future performance. For more information: www.SHOOKresearch.com.
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Best-in-State Wealth Advisor
Forbes/SHOOK
The 2020 Forbes "Best-In-State Wealth Advisors" award was announced January 2020. Data as of 6/30/2019. The award was developed by SHOOK Research and is based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes: client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms…
The 2020 Forbes "Best-In-State Wealth Advisors" award was announced January 2020. Data as of 6/30/2019. The award was developed by SHOOK Research and is based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes: client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based on the opinions of SHOOK Research, LLC and not indicative of future performance or representative of any one client’s experience. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. The financial advisor does not pay a fee to be considered for or to receive this award. This award does not evaluate the quality of services provided to clients. This is not indicative of this financial advisor’s future performance. For more information: www.SHOOKresearch.com.
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Financial Times Top 400 Financial Advisors
Financial Times
The 2019 Financial Times "400 Top Financial Advisors" award was announced April 2019. Data as of 6/30/2018. The award is an independent listing produced annually by the Financial Times. The FT 400 is based on data gathered from advisors, broker-dealer home offices, regulatory disclosures, and the FT’s research. The listing reflects each advisor’s status in six primary areas: assets under management (AUM), asset growth, compliance record, experience, credentials and online accessibility. The…
The 2019 Financial Times "400 Top Financial Advisors" award was announced April 2019. Data as of 6/30/2018. The award is an independent listing produced annually by the Financial Times. The FT 400 is based on data gathered from advisors, broker-dealer home offices, regulatory disclosures, and the FT’s research. The listing reflects each advisor’s status in six primary areas: assets under management (AUM), asset growth, compliance record, experience, credentials and online accessibility. The financial advisor does not pay a fee to be considered for or to receive this award. This award does not evaluate the quality of services provided to clients. This is not indicative of this financial advisor’s future performance.
More activity by Thomas
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We are humbled to be selected as one of Barron's Top 1,200 Financial Advisors for 2024. We thank all of our clients and partners, as we know this is…
We are humbled to be selected as one of Barron's Top 1,200 Financial Advisors for 2024. We thank all of our clients and partners, as we know this is…
Shared by Thomas Van Dyck, CIMA®
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Want to feel more financially prepared for the future? Contact me to explore financial empowerment tools we have for all ages, including “Money…
Want to feel more financially prepared for the future? Contact me to explore financial empowerment tools we have for all ages, including “Money…
Shared by Thomas Van Dyck, CIMA®
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On World Day of Social Justice, join me in reflecting on the power of fairness and equality in shaping a better world.
On World Day of Social Justice, join me in reflecting on the power of fairness and equality in shaping a better world.
Shared by Thomas Van Dyck, CIMA®
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Let’s honor the leaders that shaped our nation’s history. May their dedication and vision continue to inspire us.
Let’s honor the leaders that shaped our nation’s history. May their dedication and vision continue to inspire us.
Shared by Thomas Van Dyck, CIMA®
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Happy Valentine’s Day! Let’s spread love today and every day.
Happy Valentine’s Day! Let’s spread love today and every day.
Shared by Thomas Van Dyck, CIMA®
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Today we proudly wear red in solidarity with those affected by heart disease. Let’s raise awareness together about the importance of heart health.
Today we proudly wear red in solidarity with those affected by heart disease. Let’s raise awareness together about the importance of heart health.
Shared by Thomas Van Dyck, CIMA®
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More than one-third of Americans say that no one taught them about investing, according to a RBC Wealth Management survey. Contact me to receive…
More than one-third of Americans say that no one taught them about investing, according to a RBC Wealth Management survey. Contact me to receive…
Shared by Thomas Van Dyck, CIMA®
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In observance of Martin Luther King Jr. Day, I’m remembering that we all strive to live up to Dr. King’s dream of making a difference together.
In observance of Martin Luther King Jr. Day, I’m remembering that we all strive to live up to Dr. King’s dream of making a difference together.
Shared by Thomas Van Dyck, CIMA®
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I am honored that my team has been selected as one of Forbes Best-In-State Wealth Management Team for 2024.
I am honored that my team has been selected as one of Forbes Best-In-State Wealth Management Team for 2024.
Shared by Thomas Van Dyck, CIMA®
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May the new year ring in good health, happiness and prosperity. Happy 2024!
May the new year ring in good health, happiness and prosperity. Happy 2024!
Shared by Thomas Van Dyck, CIMA®
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Let the longer daylight hours begin! Enjoy this first day of winter.
Let the longer daylight hours begin! Enjoy this first day of winter.
Shared by Thomas Van Dyck, CIMA®
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If talking about money is difficult for you, our “Twelve easy conversations about money” can help. Contact me today to receive your copy.
If talking about money is difficult for you, our “Twelve easy conversations about money” can help. Contact me today to receive your copy.
Shared by Thomas Van Dyck, CIMA®
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Happy holidays to you and your loved ones! May it be a time filled with love, kindness and meaningful memories.
Happy holidays to you and your loved ones! May it be a time filled with love, kindness and meaningful memories.
Shared by Thomas Van Dyck, CIMA®
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Want to help raise money-savvy adults? Contact me for financial literacy resources for youth, teens and young adults.
Want to help raise money-savvy adults? Contact me for financial literacy resources for youth, teens and young adults.
Shared by Thomas Van Dyck, CIMA®
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