Thomas Bartling, CFP® joined Lido’s Advanced Wealth Planning team in 2023. He has a passion for cultivating relationships and being a “financial quarterback” for his clients as they navigate their financial journey. Originally, Thomas began his career in the medical field and brings his unique perspective of preventative care and a bedside manner approach to financial planning. He joins Lido from Aspiriant, where he worked in a client service and planning capacity, assisting clients with retirement planning, estate planning, education planning and tax minimization.
Thomas graduated from San Diego State University with a BSBA in Financial Services and is a CERTIFIED FINANCIAL PLANNER™. He recently relocated to central Florida, where you can find him enjoying books of many genres, hiking, going to the gym, and playing golf.
*Lido is not a legal service provider or tax professional and does not offer legal or tax advice. Should you desire to obtain tax or legal services or advice, you must enter into your own, independent engagement agreement with a licensed attorney or tax professional.