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Tommy Tester, CF2

Tommy Tester

Tommy Tester

Certified Financial Fiduciary®

CF2 Since 2025

Accepts Remote Clients

Charlotte, NC
NACFF – Certified Financial Fiduciary®
Certified Financial
Fiduciary® (CF2)
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NACFF Certified Financial Fiduciary®
Designation
Certified Financial Fiduciary® (CF2)
Issued by the National Association of Certified Financial Fiduciaries
Credential ID
CF2-00001
Active Dates
May 12, 2026 – May 12, 2027

About Tommy Tester

Rick McClanahan has been working in the financial sector for over 15 years, helping clients protect their assets and invest wisely. In fact, he has assisted over 400 retirees to safely invest more than $15,000,000 into secure investments. He has advised Executive Retirees of IBM, AT&T, Duracel, Springs, and Comporium just to name a few. Rick is the President and Senior Financial Consultant of Legacy First Financial Group, and an expert in helping retirees preserve their assets and increase their income. After graduating from high school Mr. McClanahan served 8 years on three different ships in the United States Navy and is a proud veteran of Desert Shield and Desert Storm. While serving our country he worked in the finance department where he got his start assisting other service members with their finances. During his time in the military he was also able to complete his undergraduate studies as well marry and begin raising 3 wonderful children. Mr. McClanahan's philosophy is that every client is different and should be treated as such. More importantly, a good advisor must find out exactly what each client needs and then do the homework to find the solution. Too often advisors try to force clients into certain products or canned solutions just to make a sale. This results in an unsatisfied client with a very happy broker.

Areas of Specialization

Retirement Planning Estate Planning Investing Budgeting Insurance Social Security Financial Planning General Financial Guidance
Disclosure:
Disclaimer: This information is for educational purposes. Because disclosure requirements vary significantly by jurisdiction and industry, you should always consult with a licensed professional or legal counsel to ensure compliance with applicable federal and state laws.

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