Thomas J Goode, CIMA®, QPFC, CPWA®
Financial Advisor
Direct:
(916) 552-2705(916) 552-2705
Toll-Free:
(800) 755-8041(800) 755-8041
My Mission Statement
Experience, intellectual capital and dedicated personal service to help you meet your life goals
My Story and Services
I believe success in achieving important financial goals starts with a comprehensive wealth strategy. I will help you define what is most important to you and then formulate the strategies that are suited for your needs, whether you are accumulating wealth or investing for income, solidifying your retirement plan or devising a distribution approach that meets your lifestyle and legacy goals.
Securities Agent: AZ, NH, ID, SC, NC, OK, TX, CA, HI, AR, WA, NY, NV, SD, TN, PA, OR; General Securities Representative; Investment Advisor Representative
NMLS#: 1407638
CA Insurance License #: 0I21179
NMLS#: 1407638
CA Insurance License #: 0I21179
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Tom Goode began his investment career in 2012 and quickly established himself as one of the area’s top young Financial Advisors. At Morgan Stanley Tom works hand in hand with high net worth clients, business owners, and hard working families providing investment management and planning services. Furthermore, Mr. Goode provides comprehensive retirement plan services to companies and their employees. He works with and is mentored by his father, Thomas R. Goode, who has dedicated over 40 years to providing high quality investment management and consulting services.
Tom earned his Certified Investment Management Analyst® (CIMA®) designation from the Yale School of Management and holds an internal Morgan Stanley designation of Financial Planning Specialist®. Prior to joining Morgan Stanley, Tom received a Bachelor’s degree in Economics and a Bachelor’s degree in International Relations from University of California, Davis. It was here that Tom gained his first experience in the Financial Services industry, winning one of just four available internships nationwide at Nuveen Investments in the summer of 2007. The only undergrad to be awarded the internship, Tom worked directly with senior management and attended daily portfolio management meetings for some of Nuveen’s top mutual funds.
Tom is heavily involved in the Sacramento community. Tom is a board member for the Arden Arcade Rotary, where during his position as President and 6 time Fundraising Chair he has helped raise over $1 million for local schools and children’s charities. Tom spent over 6 years volunteering as a Big Brother for Big Brothers Big Sisters of Greater Sacramento. Tom is a bourbon and scotch aficionado, enjoys squeezing in a round of golf, and is always looking forward to his next travel to locales near or far. Tom is married to his best friend Angela. They own a home together in the heart of Sacramento and have 2 beautiful girls together.
Tom earned his Certified Investment Management Analyst® (CIMA®) designation from the Yale School of Management and holds an internal Morgan Stanley designation of Financial Planning Specialist®. Prior to joining Morgan Stanley, Tom received a Bachelor’s degree in Economics and a Bachelor’s degree in International Relations from University of California, Davis. It was here that Tom gained his first experience in the Financial Services industry, winning one of just four available internships nationwide at Nuveen Investments in the summer of 2007. The only undergrad to be awarded the internship, Tom worked directly with senior management and attended daily portfolio management meetings for some of Nuveen’s top mutual funds.
Tom is heavily involved in the Sacramento community. Tom is a board member for the Arden Arcade Rotary, where during his position as President and 6 time Fundraising Chair he has helped raise over $1 million for local schools and children’s charities. Tom spent over 6 years volunteering as a Big Brother for Big Brothers Big Sisters of Greater Sacramento. Tom is a bourbon and scotch aficionado, enjoys squeezing in a round of golf, and is always looking forward to his next travel to locales near or far. Tom is married to his best friend Angela. They own a home together in the heart of Sacramento and have 2 beautiful girls together.
Protecting Your Online Security
Your security is our top priority. Morgan Stanley proactively defends our systems and monitors our digital landscapes to anticipate issues before they arise and respond appropriately when they do.
The firm is actively supporting multiple layers of security. Security includes the following; Strong encryption protocols designed to protect your data, continuous monitoring to help detect and prevent fraudulent activity in your accounts, routine testing of our systems to identify potential vulnerabilities, and independent reviews by outside security firms to penetration test our applications and evaluate our processes
How to Protect Yourself
Safeguard Your Information
Enhance your Security
Report an Online Security Concern
The firm is actively supporting multiple layers of security. Security includes the following; Strong encryption protocols designed to protect your data, continuous monitoring to help detect and prevent fraudulent activity in your accounts, routine testing of our systems to identify potential vulnerabilities, and independent reviews by outside security firms to penetration test our applications and evaluate our processes
How to Protect Yourself
Safeguard Your Information
Enhance your Security
Report an Online Security Concern
Location
400 Capitol Mall
Suite 1900
Sacramento, CA 95814
US
Direct:
(916) 552-2705(916) 552-2705
Toll-Free:
(800) 755-8041(800) 755-8041
Fax:
(916) 447-6875(916) 447-6875
Wealth Management
Global Investment Office
Portfolio Insights
This is a video content
Retirement
Working with you to understand your life goals and develop a personalized wealth strategy. Today and for the years to come.
- 401(k) Rollovers
- IRA Plans
- Retirement income strategies
- Retirement plan participants
- Annuities
A Simple Six-Step Retirement Checkup
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Investing
Working closely with you to guide your wealth and investments through the most challenging market cycles.
- Asset Management
- Wealth Planning
- Traditional Investments
- Alternative Investments
- Impact Investing
The Robots are Coming
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Family
Creating customized financial strategies for the challenges that today’s families face.
- Estate Planning Strategies
- 529 Plans / Education Savings Planning
- Long Term Care Insurance
- Special Needs Planning
- Trust Services
529 Plans: A Powerful Tool to Save for Education
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Business Planning
Helping you on key aspects of your business such as ownership, liquidity and developing opportunities.
- Succession Planning
- Business Planning
- Qualified Retirement Plans
Financial Planning for Life After Selling a Business
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Philanthropy
Making sure your philanthropic dollars are managed with the same high quality service as the rest of your wealth.
- Endowments
- Foundations
- Donor Advised Funds
- Impact Investing
Financial Wellness
Enhancing Financial Wellness enables your workforce to do their best work. Companies that invest in financial wellness have an opportunity to:
- Reduce employee stress,
- Improve retention and engagement, and
- Set themselves apart by offering comprehensive financial wellness benefits.
Ready to start a conversation? Contact Thomas J Goode today.
Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck*.
The information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link:
https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.
The securities/instruments, services, investments and investment strategies discussed in this material may not be appropriate for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third-party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.
The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.
*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S, which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
Awards Disclosures
The information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link:
https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.
The securities/instruments, services, investments and investment strategies discussed in this material may not be appropriate for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third-party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.
The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.
*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S, which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
Awards Disclosures
CRC 6491812 (04/2024)
