whitecon-play-solid whitecon-play-triangle circle-bookmark circle-share-arrow deco-blue-ribbon deco-cash deco-giving-hand deco-graduation-cap deco-id-card deco-medal deco-people-group decocon-white-blue-ribbon decocon-white-graduation-cap decocon-white-people-group glyph-chat-action glyph-locator-map glyph-score-shield tip-modal tip-question-mark trophycon-founders-club trophycon-napfa trophycon-video-views logo-bloomberg logo-cnbc logo-cnbc-horizontal logo-fox-business logo-investopedia logo-wall-street-journal logo-yahoo-business logo-fa logo-investment-news logo-ria-biz logo-think-advisor logo-gma actcon-caret-left actcon-caret-right actcon-chat-bubbles actcon-chat-bubbles actcon-check actcon-check-circle actcon-city actcon-email actcon-external-link actcon-lightbulb actcon-location actcon-pencil actcon-phone actcon-profile actcon-social-facebook actcon-social-twitter actcon-target actcon-time-morning actcon-time-afternoon actcon-time-evening actcon-x actcon-building tip-modal tip-question-mark
Mini tom   hulick   headshot
Holly Street Wealth Advisors
Glendale, CA

Tom Hulick

CIMA®, MBA

Meet Tom

479018611 200x150
Introduction - Tom Hulick
479018708 200x150
About Me - Tom Hulick
Video Transcripts

Tom Hulick co-founded and is the CEO/President of Holly Street Wealth Advisors. Holly Street Wealth Advisors is a boutique wealth management and financial planning firm serving individuals, families and foundation clients.

He previously served as a Managing Director with First Foundation Advisors, where he was a relationship manager and portfolio manager for high net worth individuals, families, foundations and endowments.

Tom was Vice President and Private Client Advisor with Citizens…

Tom Hulick co-founded and is the CEO/President of Holly Street Wealth Advisors. Holly Street Wealth Advisors is a boutique wealth management and financial planning firm serving individuals, families and foundation clients.

He previously served as a Managing Director with First Foundation Advisors, where he was a relationship manager and portfolio manager for high net worth individuals, families, foundations and endowments.

Tom was Vice President and Private Client Advisor with Citizens Trust Wealth Management, a division of Citizens Business Bank. He also worked as Senior Vice President–Investments with UBS Wealth Management and has been a FINRA licensed securities advisor since 1995. Prior to joining UBS, he was a Senior Vice President and Private Client Advisor with Bank of America Private Bank. Early in his career Tom worked as a Senior Consultant, Vice President for Morgan Stanley.

Tom received a BA in Political Science from Tulane University and his MBA from the University of Southern California, Marshall School of Business. He is also a graduate of the Wharton School, University of Pennsylvania, Aresty Institute of Executive Education and the Senior Consultant’s.

Tom and his family live in Pasadena. He is a board member of the Rose Bowl Aquatic Center in Pasadena, California and the WildLife Now Foundation focusing on African Wildlife Conservation. Tom also serves on the board trustees of the Neighborhood Youth Association, which has served underprivileged children in the Venice and Los Angeles surrounding communities for over 100 years. He is an active member of the Pasadena Tournament of Roses volunteers and previously served on the board of trustees for his alma mater, Blair Academy, from 1996 to 2002.

Tom is an active age group triathlete and has competed in multiple Ironman distance triathlons. He competed in and finished the Ironman Hawaii 2009 World Championships.

Languages Spoken
Spanish

Services offered

Investment Management
Retirement Planning
Tax Planning
College Planning
Real Estate & Mortgage Advisory
Estate Planning
Insurance Management
Personal Lending

Experience with

Small business owners
Medical professionals
Finance professionals
Other professions

Fee structure

Based on % of assets

Certifications and licenses

CIMA® - Certified Investment Management Analyst

Education

MBA
Spinner Loading...