CFP® – Founding Partner

Thomas Fields has been working in the Financial Services industry since 1980, managing assets of affluent individuals and pension plans and designing benefit programs. Tom earned his degree in Math from Occidental College in Los Angeles. In 1987, he earned the professional credential CERTIFIED FINANCIAL PLANNER (CFP®). He was a FINRA Registered Representative from 1986-2012 and a Supervisory Principal from 1997-2012. Initially, he focused on small business owners advising them on their company’s benefit program and personal financial planning. In 1994 he was drawn to the client-centric model that fee-based advisory services provided which lead to the founding of Fields Financial Associates, Inc (FFA). As FFA grew and refined its wealth management services, the firm’s name was changed to form FMB Wealth Management.

The FMB Advisors Blog

An Evidence-Based Approach to Sustainable Investing

7/19/18 Part I: Setting the Sustainable Stage                              If there’s one trait most of us share, it’s a desire to make the world a better place. No wonder there’s so much interest in sustainable investing. Who wouldn’t want to try...

The Impact of Inflation

6/21/18 When the prices of goods and services increase over time, consumers can buy fewer of them with every dollar they have saved. This erosion of the real purchasing power of wealth is called inflation. Inflation is an important element of...

It’s Time to Get Serious About Your Happiness

5/24/18 There’s a great quote by Jean-Paul Sartre: “We are our choices.” When it comes to our happiness and our overall success in life, that’s truer than you might have realized. Taking time to examine the choices you make in your life and work...

Sailing with the Tides

4/17/18 Embarking on a financial plan is like sailing around the world. The voyage won’t always go to plan, and there’ll be rough seas. But the odds of reaching your destination increase greatly if you are prepared, flexible, patient, and well-...

10 Things To Do Right Now While Markets Are (Not Really) Tanking

  4/02/18 “This is a test; this is only a test. Had this been an actual emergency …” The truth is, the markets are not tanking as we write this piece. In fact, overall market temperatures have been so mild for so long, many newer investors have...