T.J. Faber, CFP®

888-430-1555 x 7021

Series 7 [held by LPL Financial]

Series 66 [held by Independent Advisor Alliance and LPL Financial]

Insurance [CA, PA]

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Strategic Solutions Analyst

T.J. joined IAA in January 2019 as a Strategic Solutions Analyst. His primary responsibilities include support of IAA financial planning programs, small account solutions, and internal operations. T.J. will also facilitate insurance reviews, act as a liaison to LPL Insurance Associates, and provide assistance to the Director of Strategic Solutions.

Prior to IAA, T.J. gained four years of experience as a financial advisor with Ameriprise. He also previously worked as a financial representative at Northwestern Mutual.  While a student at Penn State University, T.J. started the Financial Planning Association’s first student chapter.  His financial services career began prior to completing his undergraduate degree.

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, piano and guitar, as well as spending time with his wife 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.

Integrity. Transparency. Choice.