T.J. Faber, CFP®

Wealth Advisor

Bio

“Your dreams, your goals, your path. My job is to guide you to where you want to go.” - T.J. Faber, CFP®

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. 

tfaber@bbridgefin.com

704.703.2125

11215 N Community House Rd, Suite 775, Charlotte, NC 28277

WWW.TJFABER.COM

Affiliations

Education

FINANCIAL PLANNING ASSOCIATION, 2015-PRESENT

Pennsylvania state university, bachelor's in finance, 2016

Services Include

but are not limited to

retirement income
planning

INVESTMENT 
MANAGEMENT

asset
allocation

LONG-TERM
FINANCIAL PLANNING

401(K) ROLLOVER
SERVICES

Licenses & Registrations

Series 7
Series 66
CFP®
Securities Registration States:

Insurance Registration States:

Series 7:
General Securities Registered Representative
Held with LPL Financial

Series 66:
Uniform Combined State Agent
Held with LPL Financial & IAA

CFP®:
CERTIFIED FINANCIAL PLANNER™ 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

General Securities Registered Representative
Uniform Combined State Agent
CERTIFIED FINANCIAL PLANNER™ Practitioner
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
CA, PA

Held with LPL Financial 
Held with LPL Financial & IAA

check my background with finra