Thomas was born in California, but raised in Dallas, Texas for 10 years. Thomas started his financial career studying finance in college and working as a financial analyst for a private company in North Texas. After realizing that helping individuals with financial literacy education was what Thomas loved most about finance, he moved to California and continued his financial career focusing on helping individuals work towards financial freedom.
His goal is to serve clients to the highest level by providing education, service, and helping develop a plan specific to each clients goals. He values relationship building and says that the best feeling is when he can help reduce the stress many client have around planning for retirement.
Outside of work, Thomas enjoys volunteering in his community and is part of the Rosemead Kiwanis Club. During his free time, he enjoys outdoor adventures such as backpacking, camping, and he tries to have at least one international trip a year to fulfill his goal of eating foods from all over the world.
Securities and Investment Advisory services offered through GWN SECURITIES, INC. A Registered Investment Advisor. Member FINRA (www.finra.org) /SIPC (www.spic.org). 11440 N Jog Road, Palm Beach Gardens, FL 33418. (561) 472-2700. LA Pension Planners and GWN Securities, Inc. are non-affiliated companies
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