Tom Jaracz is a CERTIFIED FINANCIAL PLANNER™ practitioner at the Premier Planning Group LLC in Cincinnati, Ohio and is responsible for developing investment strategies and financial plans for his clients. Tom’s clients appreciate his attention to detail and his good listening skills.
Prior to joining the Premier Planning Group, Tom worked at the Fifth Third Private Bank, helping High Net Worth individuals on a multitude of topics such as charitable giving, retirement planning, and estate planning. Less recently, Tom held a retirement planner position at Fidelity Investments. In that position, Tom worked with 401(k) clients to ensure that each client achieved their goals. Working with a large breadth of clients gave Tom an in depth understanding of employer benefits and strategies, as well as how to optimize these employer benefits and strategies.
Tom earned a degree in Finance from Cleveland State University and paid his way through college by working in the Pro Shop at the Westwood Country Club, one of the most desirable and exclusive golf memberships in Northern Ohio. Since the club opened in 1937, Westwood has taught their employees the virtues of highly personalized service, and their reputation of “doing it right” permeates throughout the club. It is no wonder that Tom has the skills needed to be successful.
Tom enjoys working with younger professionals who are newer in their career, as well as business owners/individuals nearing retirement. He feels that his prior experience and education qualify him to help investors in these two age groups and that they can benefit the most from his services.
Tom and his wife, Karley, live in Wilder KY, and they have one son, Joseph who was born in 2019. Away from work, Tom enjoys watching sports, playing golf, and working out.