CPA, JD
After graduating from UC Berkeley, Tom joined KPMG's High Net Worth Group, then moved to Bank of America as a Vice President in the Trust Department, delivering fee-based planning and tax services to trust clients and becoming a Registered Investment Advisor.
About 20 years ago, he co-founded the accounting firm Nelson, Vogelheim & Phillips and the law firm Nelson Vogelheim, LLP, building a specialty in the tax side of equity compensation. He's been invited by companies across the Bay Area to lead stock option planning seminars for their employees.
Designations
- Certified Public Accountant (CPA)
- Juris Doctor (JD)