Thomas Ervin, CFP®, CTS™ Senior Associate Planner
Tom joined the Diversified, LLC team in October 2011. He currently is the Senior Associate Planner to Andrew Rosen. In his role he is an integral piece in building financial plans, preparing for Financial Check Ups, tax planning, and maintaining Diversified’s first class client experience.
In May 2013, Tom graduated from Widener University with a B.S. in Economics and a minor in Accounting. With plans to become a Financial Advisor, Tom became a licensed Life & Health Insurance producer in January 2014, earned his Series 7 in May 2014, Series 65 in April 2016 & Series 63 in August 2016. In April 2022 Tom received his CERTIFIED FINANCIAL PLANNER™ designation.
Outside of the office, Tom enjoys photography, traveling and Philadelphia sporting events—an avid fan of the 4 major Philadelphia sports teams.