Steve Thomas Location
- Thousand Oaks, CA, US
Steve Thomas Work
- 2004 -now Owner @
- 2004 -now CERTIFIED FINANCIAL PLANNER™ @
- 1999 -2004 Registered Representative @
- 1997 -1999 Registered Representative @
Steve Thomas Education
- College for Financial Planning
Master of Science, Personal Financial Planning
2011-2013 - University of California, Santa Cruz
BA (Chemistry)
1995-1997 - University of California, Santa Barbara 1993-1995
Steve Thomas Skills
- Estate Planning
- Public Speaking
- Insurance
- Retirement Planning
- Sales
- Tax
- Investments
- Healthcare
- Finance
- Investment Advisory
- Asset Managment
- Wealth Management
- Strategic Financial Planning
- Risk Management
- Marketing
- Financial Analysis
- Nursing
- Succession Planning
- Small Business
- Management
- Personal Finance
- Retirement
- Microsoft Word
- Microsoft Office
- Hospitals
Steve Thomas Summary
- Steve Thomas, based in Thousand Oaks, CA, US, is currently a Owner at Financial Pointe. Steve Thomas brings experience from previous roles at Financial Pointe, Sagemark Consulting and Signature Financial Partners, LLC a member of John Hancock Financial Network. Steve Thomas holds a 2011 - 2013 Master of Science, Personal Financial Planning @ College for Financial Planning. With a robust skill set that includes Estate Planning, Public Speaking, Insurance, Retirement Planning, Sales and more. Steve Thomas has 1 emails and 1 mobile phone numbers on RocketReach.
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Top Financial Pointe Wealth Management Employees
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