About BM Wealth
BM Wealth Puts You First
As a financial consulting firm, you are the most important investment to this firm. We are not concerned with commission, shareholders, or Wall Street investors. The single most important task we have is providing you with important financial information that will empower you financially. Not only is this our fiduciary responsibility but we simply care about your financial existence. The customer always comes first.
Integrity Is Everything
For us our integrity is everything. We make sure our clients don’t have to worry about our principles, since honesty is the best policy. When we provide financial strategies, we understand each client’s life, financial plan, and family is impacted by the quality of information we provide. Our word is our bond.
Who Is BM Wealth?
BM Wealth is managed by a team of qualified and dedicated professionals. Our experience, knowledge, and patience make a difference for our customers. We believe in providing excellent customer service to people from all backgrounds. We also encourage our customers to think differently about their pursuit of financial awareness.
Team Lead - Tom Gaim
A Bit About Tom:
Our team is led by Tom Gaim. Just to provide some background information, Tom started working in the financial service industry in 2008 working for the California Public Employees’ Retirement System (CalPERS). Working as a Retirement Specialist at CalPERS for 10 years, he has helped many people by providing information on their options for: retirement planning, investing in their 401k or 457, and retirement health insurance. Tom graduated from University of California, Davis with a Master’s degree.
Areas Of Expertise:
– Retirement Specialist
– Accident and Health Agent
– Casualty Broker Agent
– Life & Annuities Agent
– Property Broker Agent