Thomas R. Thalman, CRPC®, CFP®

Thomas R. Thalman, CRPC®, CFP®

President - Owner

Tom founded Turning Point Retirement Associates (Turning Point) to offer objective guidance and advice free from the constraint of shareholder expectations and corporate profits. An educator by nature, Tom's independent practice is uniquely positioned to help individuals and families invest with confidence. Listening to your needs is, and will always be, the key to Tom's success. By truly understanding your goals, Tom and the associates at Turning Point can make a lasting impact on your life and legacy.

After graduating from Bowling Green State University with a bachelor's degree in psychology, Tom worked as a counselor in a community center. He later worked as a respiratory therapist; both professions helped Tom realize the value of listening first and talking later. The diverse nature of those industries also helped him develop his career as a financial planner. Tom uses his broad experience to anticipate his clients' intended retirement goals and funding needs. His passion for ongoing education credits him as a CERTIFIED FINANCIAL PLANNERTM  professional and Chartered Retirement Planning CounselorSM. Tom also holds FINRA Series 6, 7, 63, and 65 licenses.

Tom is a member of several professional organizations, including the local and national chapters of the Financial Planning Association® , and the Financial Services Institute. He does pro bono financial education work with the Raleigh Rescue Mission and is active in his church with missions for supporting adults who are transitioning back to the workforce. In his free time, he enjoys hiking, riding his Harley Davidson, attending the Civil War Roundtable in Raleigh, exercising, music history, playing the drums and reading. Tom and his wife, Jan, reside in Wake Forest; have 3 wonderful grandchildren and 3 adult children living in Raleigh, South Carolina, and Virginia.

Phone 919-424-3943
Mobile Phone 919-609-4617