Broker Check

Our Experts Include

Thomas J. Birch

Partner and Chief Executive

(415) 307-0643

(415) 898-6092

[email protected]

Thomas J. Birch earned his undergraduate degree in 1971 from the University of California, Davis. He moved into trust division banking for several years, becoming securities licensed in 1975. 

After more than a decade heading up the financial services division of a national Fortune 100 company, he founded Thomas J. Birch Financial in 1995. He is a Certified Financial Planner® practitioner. In addition, he has earned the ChFC (Chartered Financial Consultant), and the CLU (Chartered Life Underwriter) designations.

He is past president of the Society for Financial Service Professionals, General Agents and Managers Association, and has earned the respect of both clients and peers for his attention to detail and strong client advocacy.

Suni Bosch

Client Services Manager/Executive Assistant

(415) 898-9817

(415) 898-6092

[email protected]