Herman (Tommy) Thompson, Jr., CFP®, ChSNC®, ChFC®
Herman (Tommy) Thompson, Jr., CFP®, ChSNC®, ChFC® is a Financial Planner with Innovative Financial Group in Atlanta, GA. Tommy has been an investment professional since 2004, specializing in wealth management strategy, financial planning, insurance needs analysis and special needs planning.
As an investment professional, Tommy seeks to help clients realize their goals by creating an actionable, understandable financial plan. With a passion for teaching, Tommy ensures each of his clients knows and understands each step within the plan before it is executed. The partnership Tommy forms with his clients is long-lasting and based on the knowledge that he understands their goals and dreams. He and his team of associates are dedicated to helping his clients as they make sound financial decisions and confidently navigate the investment world.
A proud graduate of the University of Georgia (2003), Tommy had double majors of Marketing and Risk Management/Insurance. Since partnering with Innovative Financial Group in 2004, Tommy has earned the CFP® (Certified Financial Planner™) certificate and the ChFC® (Chartered Financial Consultant) designation. In 2022, Tommy earned the ChSNC® (Chartered Special Needs Consultant) designation, which is an accreditation designed for financial advisors who want to make a real difference in the lives of people with disabilities or special needs.
Tommy is a member of the Academy of Special Needs Planners, and also a member of the Financial Planning Association. He is an Investment Advisor Representative registered in 29 states, holding the Series 6, 7, 63 and 65 registrations, as well as Life and Health Insurance licenses.
Tommy is a personal financial resource for media outlets. His advice has been featured on Forbes, CBS News, WSJ, Fox Business, USA Today, U.S. News & World Report, Fortune, Consumer Reports, and additional publications.
In 2007, Tommy married Dr. Amy Thompson (Mercer 2007) at Corinth Baptist Church of Dekalb County; the Thompson family has been active in the church since 1950. Today, Tommy and Amy continue that tradition and passion for volunteering.