Tom Joseph Tamura

Current Employers

Employment History

• 10/2021 → Present
  Self Employed/Tamura Financial Services
  Martinez, CA
• 08/2018 → 10/2020
  Japan Exchange And Teaching (Jet) Program
  Aira City,
• 03/2016 → 06/2018
  Cal Poly San Luis Obispo Administration
  San Luis Obispo, CA
• 06/2017 → 09/2017
  Kennedy/Jenks Consultants
  San Francisco, CA
• 06/2016 → 01/2017
  Engineering/Remediation Resources Group, Inc.
  Martinez, CA
• 09/2014 → 06/2018
  California Polytechnic State University San Luis Obispo
  San Luis Obispo, CA
• 10/2020 → 10/2021
  Unemployed
  Martinez, CA
• 11/2022 → 02/2026
  Foundations Investment Advisors, Llc
  Concord, CA
• 02/2026 → Present
  United Planners Financial Services
  Scottsdale, AZ
• 10/2021 → Present
  Tom Joseph Tamura
  Concord, CA
• 07/2024 → Present
  Smartasset
  New York, NY

Previous Registrations

• 2022-11-21 → 2026-02-19
  Foundations Investment Advisors Llc
  Phoenix, AZ
  Concord, CA

Other Businesses

1.) TOM JOSEPH TAMURA - OWNER - NON-VARIABLE INSURANCE - CONCORD, CA - SINCE 10/2021 - INVESTMENT RELATED 2.) SMARTASSET - CONSULTANT - CONSULTING SERVICES - NEW YORK, NY - SINCE 07/2024 - NOT INVESTMENT RELATED 3.) TANDEM FINANCIAL ADVISORS - MANAGING PARTNER, FOUNDER - DBA NAME FOR MARKETING PURPOSES ONLY - CONCORD, CA - SINCE 02/2026 - INVESTMENT RELATED

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-10-03

Other Names

• Tj Tamura