Steve Thomas Email & Phone Number
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Steve Thomas Location
- Thousand Oaks, CA, US
Steve Thomas Work
- Owner @ (December 2004 - Present)
- CERTIFIED FINANCIAL PLANNER™ @ (December 2004 - Present)
- Registered Representative @ (June 1999 - December 2004)
- Registered Representative @ (November 1997 - June 1999)
Steve Thomas Education
- College for Financial Planning
Master of Science (Personal Financial Planning)
2011-2013 - University of California, Santa Cruz
BA (Chemistry)
1995-1997 - UC Santa Barbara 1993-1995
Steve Thomas Skills
- Asset Managment
- Estate Planning
- Financial Analysis
- Insurance
- Investment Advisory
- Investments
- Personal Finance
- Retirement
- Retirement Planning
- Risk Management
- Small Business
- Strategic Financial Planning
- Succession Planning
- Tax
- Wealth Management
- Public Speaking
- Sales
- Healthcare
- Finance
- Marketing
- Nursing
- Management
- 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 in Personal Financial Planning @ College for Financial Planning. With a robust skill set that includes Asset Managment, Estate Planning, Financial Analysis, Insurance, Investment Advisory and more. Steve Thomas has 1 emails and 2 mobile phone numbers on RocketReach.
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