Vann Investments
46yrs
Top advisor by experience in Castle Rock
21yrs
Thomas Abboud
Full name on record: Thomas Michael Abboud
Financial advisor at Abboud Financial Planning
Thomas Abboud is a fiduciary financial advisor in Castle Rock, Colorado, with 21 years in the industry. Thomas joined Abboud Financial Planning in 2026, after two years at Securities America Advisors and a year at LPL Financial. Abboud Financial Planning offers investment management and educational workshops and is paid through a percentage of assets.
One of 119 advisors with offices in Castle Rock, and one of 107 fiduciaries.
At a glance
Experience21 years (since 2005)
How that compares ?More experience than 72% of advisors in Colorado
OfficeCastle Rock, CO
How the firm is paid ?Percent of assets
Typical client at the firm ?$404,839
States licensed ?1 state
Services through Abboud Financial Planning
Investment management for individuals and small businessesEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- Jan 2026 – nowAbboud Financial Planning, Inc.Current firm
- 2015 – 2017Securities America Advisors, Inc.Previously
- May 2014 – Sep 2015LPL Financial LLCPreviously
- 2011 – 2014MSI Financial Services, Inc.Previously
- Feb 2011 – Apr 2011Valic Financial Advisors, Inc.Previously
Contact Thomas
(720) 252-6004Abboud Financial Planning main office Castle Rock, COOffice · Get directions Firm websiteabboudfinancial.comIs this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Thomas
Tailored to Thomas’s registration and firm.
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Thomas
How do I contact Thomas?
Call Abboud Financial Planning at (720) 252-6004 and ask for Thomas Abboud. Thomas works from the Castle Rock, CO office.
How long has Thomas been a financial advisor?
Thomas has been in the industry since 2005, about 21 years. More experience than 72% of advisors in Colorado.
What licenses does Thomas hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Thomas a fiduciary?
Thomas is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Thomas paid?
Abboud Financial Planning reports being paid by a percentage of the assets they manage. Ask Thomas for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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