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Thomas Ventura

Advisor Image
Thomas Ventura
Financial Advisor
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FIC, CLTC®, BFA™
Part of the Coastal Financial Consultants practice
About Thomas Ventura
About Thomas Ventura

Thomas Ventura is dedicated to helping individuals and families navigate important financial decisions with confidence and clarity. Based in the Daytona Beach, Florida area, Tom specializes in long-term care planning and helping clients prepare for the opportunities and challenges that come with life's transitions.


Tom believes that financial planning is about more than numbers. It is about helping people protect what they have worked hard to build, care for the people they love, and create a plan for the future. Known for his approachable personality and great sense of humor, Tom enjoys building lasting relationships with clients and making complex financial topics easier to understand.

Tom and his wife, Terri, have a daughter, Cassie, who is one of his greatest joys. When he is not working with clients, Tom loves to travel and explore new places. Whether he is experiencing a new destination, spending time with family, or connecting with people in his community, he values the relationships and experiences that make life meaningful.


His combination of expertise, genuine care for others, and ability to bring both perspective and humor to life's conversations helps clients feel comfortable, supported, and confident as they work toward their financial goals.


My qualifications
  • High School Graduate or Equivalent of Business Management, Comsewogue Senior High School
  • Business Administration/Management, Suffolk Community College
  • Fraternal Insurance Counselor
  • Certification in Long-Term Care®
  • Behavioral Financial Advisor™
My state licenses
  • California(Insurance Lic. #0K49153)
  • Florida
  • Georgia
  • Minnesota
  • New York
  • North Carolina
  • Pennsylvania
  • South Carolina

Insights

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Interest rates are shifting. Understanding the purpose and timeline of your cash can help you decide whether and how to invest it for optimal returns. Ask yourself two questions. ⬇️ See thrivent.com/social for important disclosures.
The cost of cash: Where to invest when interest rates shift
The cost of cash: Where to invest when interest rates shiftWhether you’re saving for something big, looking to generate a steady income, or seeking flexible access to your cash, there are smart ways to keep your money productive and there for you when you need it—regardless of shifting interest rates. Explore your options below and let’s connect to keep your goals on track as interest rates change.
Sequence of returns risk: What it means for your retirement
Sequence of returns risk: What it means for your retirementThe market can shift at any time, and big drops early in retirement could affect your savings. The right approach can help keep your savings resilient. Check out this article, then reach out to talk through ways to help protect your savings.👇
Office locations
Licensing is available through your State Insurance Department’s website, which can be located through the National Association of Insurance Commissioners website.

Thrivent and its financial advisors and professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional.

Thrivent financial advisors and professionals have general knowledge of the Social Security tenets. For complete details on your situation, contact the Social Security Administration.

Thrivent provides advice and guidance through its Financial Planning Framework that generally includes a review and analysis of a client’s financial situation. A client may choose to further their planning engagement with Thrivent through its Dedicated Planning Services (an investment advisory service) that results in written recommendations for a fee.

Designations
For additional information on professional designations and the requirements to earn them, visit https://www.thrivent.com/designations