Specialties
About Me
Tandon Dorn is a Partner and Certified Financial Planner® at OWM Inc, where he creates and implements Retirement and Retirement Distribution Plans, assists in Tax Planning, develops Education Funding Strategies, Investment Portfolio Design, develops Insurance Strategies, and assists in Estate Planning.
He has been in the financial industry for 6 years. He enjoys helping clients create a Wealth Strategy that is tailored to their individual short & long-term wants & needs. Tandon received his undergraduate degree from Tusculum University and completed one year of graduate school at Wayne State College while playing college baseball. Tandon and his wife, Kayla, live in Ashland Nebraska along with their 2 daughters, Della & Didi. He and his family enjoy traveling, lake time, sports, running, working out, going to Nebraska sporting events (GBR), and spending time with family and friends. Tandon's designations include being a Certified Financial Planner® (CFP®), a Chartered Financial Consultant® (ChFC®), and a Retirement Income Certified Professional® (RICP®). Tandon also has his Life & Health insurance licenses along with his Series 6, 65, and 7.
♥
Interests & Hobbies
Ready to talk?
Always free for clients.
Credentials
CFP®, CHFC®, RICP®
Chartered Designations
What do these credentials mean?
See FINRA's official explanation →
Verify This Advisor
Disclosures
Cetera Investors is a marketing name of Cetera Investment Services. Securities and Insurance Products are offered through Cetera Investment Services LLC, member FINRA/SIPC. Advisory services are offered through Cetera Investment Advisers LLC. Securities and insurance products are offered through Cetera Investment Services LLC (doing insurance business in CA as CFG STC Insurance Agency LLC), member FINRA/SIPC. Advisory services are offered through Cetera Investment Advisers LLC. Neither firm is affiliated with the financial institution where investment services are offered. Advisory services are only offered by Investment Adviser Representatives. Investments are: *Not FDIC/NCUSIF insured *May lose value *Not financial institution guaranteed *Not a deposit *Not insured by any federal government agency. Confidential: This email and any files transmitted with it are confidential, and are intended solely for the use of the individual or entity to whom this email is addressed. If you are not one of the named recipient(s) or otherwise have reason to believe that you have received this message in error, please notify the sender and delete this message immediately from your computer. Any other use, retention, dissemination, forward, printing, or copying of this message is strictly prohibited