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Tom Fritze, ChFC, CLU

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Tom Fritze, ChFC, CLU

Brokerage Director


Phone: 408-487-1550
Email: tfritze@finsvcs.com
CA Insurance Lic.:#0424410

Tom is a graduate of Skyline College. With a degree in Paralegal, he has almost 30 years of experience in insurance and financial services. Tom is a member of the Society of Financial Services Professionals, California Association of Insurance and Financial Advisors, and General Agent Managers Association. He has earned both the CLU and ChFC designations.

Tom works with both his individual and business clients to address their financial goals and needs. He has extensive experience in the advanced insurance market, including Executive Benefit programs, Split-Dollar Life, Deferred Compensation, Buy-Sell and other key business concepts.

Tom Fritze is a Registered Representative of and offers securities and investment advisory services through MML Investors Services, Inc., Member SIPC.(www.sipc.org). Supervisory Office: 101 Metro Drive Suite 550, San Jose, CA 95110. 408.286.4010

 

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Phone: (408) 286-4010
Fax: (408) 452-1037
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Financial plans and investment advisory services are offered through qualified Financial Planners of MML Investors Services, Inc. Member SIPC only.
Not all representatives with Miceli Financial Partners are qualified for financial planning services.

Securities offered through registered representatives of MML Investors Services, Inc. Member SIPC
(101 Metro Drive, Suite 550 San Jose, CA 95110 (408) 286-4010).

Insurance offered through Massachusetts Mutual Life Insurance Company (MassMutual) and other fine companies.


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