Since 1998, my staff and I have been serving families and businesses in meeting their most important financial goals. I understand that each client has unique circumstances and objectives. I incorporate these in helping clients develop long-term financial strategies. I offer complimentary consultations and portfolio reviews.
In 1982, I graduated from the University of Kansas with a Bachelor of Science degree in chemical engineering. I later continued my formal education by earning a master's degree in business administration in 1997 from Golden Gate University.
As a financial advisor, I earned the following professional designations from the College for Financial Planning: Accredited Asset Management Specialist™, AAMS™ and Chartered Retirement Planning Counselor, CRPC™. The College for Financial Planning awards the AAMS™ designation to individuals who successfully complete a 12-module professional education program, pass a final examination, commit to its code of ethics and agree to pursue continuing education.
I have continued my passionate community involvement, having served on various boards of directors including the Rotary Club of Elk Grove and the Elk Grove Regional Scholarship Foundation. I served as president of the Rotary Club during 2014-2015. My most passionate programs with the Rotary Club are its elementary literacy and middle school math education projects.
- Retirement Income Strategies
- Estate & Legacy Strategies
- Wealth Strategies
My Personal Interests
- Spending Time with Family
Phone NumberMark A Thomas at (916) 691-4665
|Mon||08:00AM - 04:30PM|
|Tue||08:00AM - 04:30PM|
|Wed||08:00AM - 04:30PM|
|Thu||08:00AM - 04:30PM|
|Fri||By Appointment Only|
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