When Thomas Christensen sat across from clients as a CPA and CFO, he kept seeing the same gap, people working hard to build something, but without a clear plan to protect it, grow it, or pass it on. That’s what brought him to New York Life in 2012, and it’s what drives the work he does today.
As a Wealth Advisor with credentials spanning accounting, financial analysis, and estate planning, Thomas brings a rare combination of technical depth and genuine personal investment to every client relationship. A Florida resident for more than 40 years, he isn’t just familiar with the community he serves. He’s part of it. A husband, father, and neighbor who understands firsthand what it means to plan for the people and things that matter most.
His approach covers the full picture: protection, retirement, investment, and estate planning. His results speak for themselves. Thomas has been named to New York Life’s Executive Council for 2025 and is also a member of the Million Dollar Round Table for 2025.
If you’re ready to work with someone who will take your future as seriously as you do, Thomas is ready to listen. Call (954) 958-4235 or visit www.tchristensen.nylagents.com.
Credentials, Education & Achievements
- CPA – Certified Public Accountant
- CFA – Chartered Financial Analyst
- AEP – Professional Designation
- MDRT – Million Dollar Round Table
- NAIFA – National Association of Insurance and Financial Advisors
- NYL Executive Council – Named ten times, including 2025
- B.S. Accounting – University of Florida, Fisher School of Accounting
- M.S. Accounting Science – University of Illinois at Urbana-Champaign, Gies College of Business
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