Rollover Guru | Tom Turner
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Tom Turner

  • 208-287-4400
  • tdturner@the401ksource.net

Tom Turner is the owner and principal of RolloverGuru, a Registered Investment Advisory (RIA) specializing in the “Fiduciary Standard”.

Mr. Turner has 26 years of industry experience, the last ten of which he has specialized in two areas:

  • Guiding individuals to and through retirement
  • Qualified plan design, implementation, and management

Tom feels very strongly about doing the right thing, the “Fiduciary Standard”, and running his business that way. For him, it is work hard, do things the right way, and everything else will take care of itself.

Augmenting his RIA, in 2007, Mr. Turner earned an Accredited Investment Fiduciary Analyst (AIFA) designation.  With this designation, Mr. Turner demonstrated that he has the in-depth knowledge and credentials to consult with clients on how to design, implement, and monitor investment accounts.
 
Because portfolio design and investment selection are so important to achieving a comfortable retirement, Mr. Turner has also earned his Certified Investment Management Analyst (CIMA) (unlink) designation through the Investment and Wealth Institute. As a result of his ongoing education and experience, his belief in passive investing has strengthened.
 
Mr. Turner has strived to make RolloverGuru an example of what an investment advisory firm should be.  Because of Mr. Turner’s independent perspective and his dedication to excellence, RolloverGuru delivers leadership and encouragement for every client.
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