Senior Retirement Plan Consultant & Investment Advisor
CPFA™, CPC, QPA, QKC, QKA®
Tom Carline is a Retirement Plan Consultant & Wealth Manager at Everhart Advisors. Tom has over 13 years of experience in retirement plan design, compliance, and administration. Before joining Everhart Advisors, Tom led the region’s largest independent third-party administration firm in Ohio, Kentucky, and Indiana. He has helped hundreds of companies nationwide optimize their retirement plan strategy.
In addition, Tom has over eight years of specializing in cash balance plans providing tax planning strategies for business owners and enhanced retirement benefits for senior executives.
Overall, Tom works with small-to-medium-sized businesses to maximize the utility of their corporate retirement plan and with individuals on creating financial independence. Tom believes every business deserves a world-class retirement plan and every person a secure retirement.
Tom has earned numerous professional designations from the American Society of Pension Professionals and Actuaries such as his: Certified Plan Fiduciary AdvisorTM (CPFA), Certified Pension Consultant (CPC), Qualified Pension Administrator (QPA), Qualified 401(k) Consultant (QKC), and Qualified 401(k) Administrator® (QKA).
Tom Carline has a Bachelor of Science in Business Administration from The Ohio State University with a major in finance.
For more information about professional designations, visit: https://everhartadvisors.com/professional-designations/