Broker Check
Thomas Price, MBA, CWS®, CRC®, AIFA®

Thomas Price, MBA, CWS®, CRC®, AIFA®

Director of Wealth Management

Thomas is one of the original principals of Hungerford Financial, LLC which was started in 2009.  He has been in the Financial Planning field for over 25 years. He received his bachelor degree in Finance from Ferris State University in 1988 and his MBA from Western Michigan University in 1991. Thomas has the following designations that provide him with the education and knowledge related to Financial Planning:

Certified Wealth Strategist® (CWS®) – July 2007

To obtain the CWS® certification, one must go through a comprehensive blended approach to learning.  The program education and designations are administered by Cannon Financial Institute, in which the CWS® Board of Standards awards to individuals who successfully complete initial and ongoing certifications requirements.

Certified Retirement Counselor® (CRC®) – May 2009

The CRC® certification is obtained through an independent study program that covers Fundamentals of Retirement Planning, Fundamentals of Investments, Fundamentals of Retirement Plan Design and Fundamentals of Retirement Income Planning. The International Foundation for Retirement Education administrates the designation and is certified by Texas Tech University.

Accredited Investment Fiduciary Analyst™ (AIFA®) - December 2011

The AIFA designation certifies that the recipient has advanced knowledge of fiduciary standards of care, their application to the investment management process, and procedures for assessing conformance by third parties to fiduciary standards.  The certification is administered by the Center for Fiduciary Studies, LLC (a Fiduciary360 (fi360) company).

As a Financial Planner, Thomas covers a broad range of topics and planning issues. He utilizes a very disciplined and holistic approach to the planning process.  Some of the key comprehensive issues that are addressed is Investment Management, Risk Management, Reviewing Banking and Credit management, Retirement Planning, Estate Planning, and Philanthropic strategies.

Thomas is married and has three children. He enjoys playing basketball, golf, and tennis. He has taught at Davenport University in the Finance Department. His specialty classes of teaching are the six core courses needed to sit for Certified Financial Planning designation (CFP).