Sendero | Tom Yager, CIMA<sup>®</sup> , ChFC<sup>®</sup> 
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Sendero | Tom Yager, CIMA<sup>®</sup> , ChFC<sup>®</sup> 
Sendero | Tom Yager, CIMA<sup src=® , ChFC® " title="Sendero | Tom Yager, CIMA® , ChFC® ">
Sendero | Tom Yager, CIMA<sup src=® , ChFC® " title="Sendero | Tom Yager, CIMA® , ChFC® ">
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Tom Yager, CIMA® , ChFC® 

  • Investment Advisor

Thomas is a seasoned financial services professional with a strong track record in investment consulting, retirement planning, and risk assessment.  As an Investment Advisor, Thomas takes a proactive approach to client engagement and portfolio management. He is dedicated to delivering high-quality work focused on achieving goals and providing an exceptional client experience. Known for his collaborative spirit, Thomas steps in to support the team and contribute to collective success.

Thomas holds prestigious credentials, including the Certified Investment Management Analyst® (CIMA®) designation from Yale University’s School of Management and the Chartered Financial Consultant® (ChFC®) designation from the American College of Financial Services. He also earned a Certificate in Financial Planning from Northwestern University and maintains Series 7 and Series 66 securities licenses. He joined Sendero® in 2025 with over a decade of experience across several major financial institutions.

Experience & History 

  • Investment Advisor, Sendero®
  • Assistant Vice President | Wealth Solutions & PC Services, Capital Group | American Funds
  • Senior Portfolio Consultant, Capital Group | American Funds
  • Regional Wealth Management Consultant, Capital Group | American Funds
  • Internal Wealth Specialist, Capital Group | American Funds
  • Financial Advisor, Bank of America Merrill Lynch
  • First Mortgage Underwriter / Home Equity Underwriter, JP Morgan Chase & Co.
  • Member Solutions Representative, Desert Schools Financial Credit Union
  • Financial Services Administrative Assistant, Desert Schools Financial Credit Union
  • In-Store Personal Banker, U.S. Bank
  • Bachelor’s Degree in Business Management, Arizona State University
  • CIMA® Executive Education Program | Yale University, School of Management
  • ChFC® Chartered Financial Consultant | American College of Financial Services
  • Certificate in Financial Planning | Northwestern University, School of Professional Studies
  • Treasurer, Karunalaya Charitable Trust (KCT USA)
  • Series 7 and 66 licenses