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Tom Burmeister
VP - Financial Planning at NaviPlan by Advicent


Tom Burmeister is vice president of financial planning for NaviPlan by Advicent. With a background in business law, compliance and financial services technology, he has worked with some of the largest financial services firms in the world to increase success, exceed client expectations and remain compliant with technology.

Agenda Sessions

  • Wealth/Stack Showcase 1