LPL: High Net Worth Strategist

Thomas is a Certified Financial Planner™ focused on the unique needs of high net worth individuals and families, foundations, endowments and institutional clients.

With an expansive background in advanced estate and financial planning, philanthropic planning, executive compensation arrangements and investment real estate strategies, Thomas assists LPL Financial advisors with the creation and implementation of a broad range of planning concepts.

His designations include:

• Certified Financial Planner^® Practitioner (CFP^®)
• Accredited Estate Planner^® (AEP^®)
• Chartered Financial Consultant^® (ChFC^®)
• Chartered Advisor in Philanthropy^® (CAP^®)
• California Life and Health License
• FINRA series 7, 24, and 66 Securities Licenses

Thomas earned a B.S. from Colorado State University in 1999 and is a current member of the Estate Planning Council of San Diego.