Ms. Thomas has knowledge and extensive experience working with the financial goals of independent women, widows, divorcees, and multi-generational families.
Santa Barbara, CA (PRWEB) January 30, 2015
Mission Wealth, a nationally recognized wealth management firm, is pleased to announce that Client Adviser Amanda Thomas, CFP® has earned the Master of Science in personal financial planning degree from the College for Financial Planning.
As a financial adviser, Ms. Thomas is personally acquainted with the specific goals and financial lives of clients and delivers customized financial planning, cash-flow planning and risk-management solutions to assist in their goal achievement. Ms. Thomas has knowledge and extensive experience working with the financial goals of independent women, widows, divorcees, and multi-generational families.
“We appreciate Amanda’s ongoing commitment to her advanced education, along with her strong experience and genuine, caring approach,” Mission Wealth CEO Seth Streeter said. “This dedication makes her a valued partner to her clients.”
The Master of Science Degree Program is the highest level of financial services education available from the College for Financial Planning. The program prepares graduates with real-world applications to advise their clients on a wide spectrum of financial needs. Course topics include advanced pension and estate planning, financial planning, executive compensation, business and personal tax planning, security analysis and portfolio management, and financial statement analysis. Candidates for the degree must successfully complete 36 credits of study. The curriculum is based on a client-centered, problem-solving method using case studies to give students a hands-on approach.
Ms. Thomas earned a Bachelor of Arts degree from the University of North Carolina at Chapel Hill and has accumulated almost 30 years of experience in the finance industry, including nine years as a part of Mission Wealth’s team. She is also a CERTIFIED FINANCIAL PLANNER™ (CFP®) and has her Certified Divorce Financial Analyst® (CDFA™) designation.
Ms. Thomas is among 12 other advisers at Mission Wealth who also have their master’s or other advanced degrees.