Address: 11215 N. Community House Road, Suite 775, Charlotte, NC 28277
“Your dreams, your goals, your path. My job is to guide you to where you want to go.” - T.J. Faber
T.J. has been serving clients as a financial advisor since 2015. Impressively, he began his professional career while completing a Finance degree at Penn State University. His ambition is driven by life experiences that taught him the importance of managing money wisely. In an effort to prevent financial hardships for his clients, T.J. utilizes a personalized approach; discovering what matters most to each client, analyzing what they have and if they’re on track, and building a comprehensive roadmap. T.J. provides retirement planning, tax planning and full comprehensive financial planning—with care, passion, and integrity.
T.J. earned a Bachelor of Finance from Pennsylvania State University in 2016 along with a Certificate in Financial Planning. Outside of the office he enjoys playing golf and spending time with his wife, daughter, and golden retriever. T.J. is, of course, a Penn State football fan.
Originally from Pennsylvania, T.J. has called Charlotte his home since the beginning of 2019.
Financial Planning Association, 2015-present
Most Recent Passport Stamp:
Playing guitar and piano
"Seeing the impact a financial plan can have on a client. From looking worried, to feeling confident they will be alright, it's what I take pride in each day." - T.J. Faber, CFP®
Pennsylvania State University; Bachelor’s in Finance, 2016
|Series 7||General Securities Registered Representative||Held with LPL Financial|
|Series 66||Uniform Combined State Agent||Held with Independent Advisor Alliance & LPL Financial|
|CFP®||CERTIFIED FINANCIAL PLANNER TM Practitioner|
|Securities Registration States:|
AR, CA, CO, CT, FL, GA, IA, IN, KS, LA, MA, MD, MN, NC, NE, NJ, NY, OH, PA, SC, SD, UT, VA, WA, WI, WY
|Insurance Registration States:||CA, PA|
The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.