Harold G. Thomas,  CFP<sup>&reg;</sup> - Financial Advisor

Harold G. Thomas, CFP®

Partner

695 Shady Creek Lane
Los Altos, CA 94024
(650) 248-4811

General

Harold Thomas is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at in Los Altos, CA and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 66

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Financial Advisor's Specialties

Comprehensive Financial Planning, Asset Allocation, Investment Management, Retirement, Personal Taxes

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Helpful Financial Planning Resources