Tom Pohlen

Wealth Advisor
Toll Free:
888-643-3133
Local:
949-428-0455
Fax:
949-502-0048

Client Services Specialist

Rochelle Jornacion

Phone: 949-428-0450

Tom Pohlen is a Wealth Advisor (Series 65) at Index Fund Advisors, Inc. He began his career in the investment industry as a Portfolio Associate with Index Fund Advisors, Inc., and rose within the Portfolio Management department to spearhead current and prospective client analyses, as well as in-depth looks at mutual fund company products.

Tom focuses on high net worth individuals that are in or near retirement, business owners, people working for municipalities, professional athletes, and companies to construct highly diversified, low cost 401(k) retirement solutions for their employees.

One of the main goals that Tom has is to change every individual’s investment experience for the better. While many people believe that stock picking and market timing should be staples of an investment experience; Tom aspires to educate individuals about the benefits of a disciplined, evidence based investing approach that is tailored to each person’s goals and objectives.

Tom earned his undergraduate degree in Finance from the California State University, Fullerton. He and his wife Amanda live in Brea, California with their young son. Tom enjoys traveling with his family, running, swimming, reading, and teaching his son how to golf.

What's your Risk Capacity?

Calculating risk capacity is the first step to deciding which portfolio will generate optimal returns for each investor.

Each investor has a unique risk capacity and can be identified by a risk capacity score — a measure of
how much risk one can manage.

Determine Your Risk Capacity