Meet Tom Purzak


Picture: Tom Purzak
Tom Purzak
Senior Planning Consultant

Tom Purzak has been in the Insurance industry since 1996. He has held several management positions over the years and recently joined the RJP Estate Planning family as a Sales Manager. He enjoys helping his clients with all of their financial needs and strives to find the best products for his clients that will benefit them and their retirement needs. Tom continues to pursue his education in the Insurance field by attending seminars and classes needed for him to provide the best and most beneficial information to his clients. Tom has helped and continues to help train other agents and companies. He is a CAS (Certified Annuity Specialist) and is a member of the National Ethics Association.

Professional

  • Life Insurance Agent in Arizona, California, Utah, Texas and Colorado
  • Annuity Agent
  • Certified Annuity Specialist

Personal

Tom is originally from Montreal, Canada and moved to California in 1981. When he is not with his clients, he enjoys spending time with his wife and two beautiful daughters. He also loves hockey, enjoys traveling and loves to do charitable work that involves children.

The Planning Consultants at RJP Estate Planning provide services in the areas of estate planning, planning with wills and trusts, asset protection, probate avoidance, probate & estate administration, long-term care planning, Medicaid planning, asset protection from Medicaid, veterans benefits, charitable planning, special needs, estate tax planning, and business succession planning. They serve clients and their families throughout Scottsdale, Phoenix, and Sun City, Arizona, and the surrounding cities and towns. RJP Estate Planning is not a law firm, cannot give legal advice, and does not prepare legal documents. For legal services, clients separately consult with a law firm.

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