Kathleen M. Thomas,  CFP<sup>&reg;</sup> - Financial Advisor

Kathleen M. Thomas, CFP®

CLU®, CIMA®

Private Wealth Advisor

Crescent Wealth Partners

1 Park Avenue, Suite 4
Hampton, NH 03842
(800) 834-2101
(603) 758-1101

General

Kathleen Thomas is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Crescent Wealth Partners in Hampton, NH and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 24, 63, 65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Certified Investment Management Analyst (CIMA®)
  • Other - CLU®

Insurance Licenses

  • Life insurance

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Buying a Home, Charitable & Planned Giving, Annuities, Asset Allocation, Cross-border Planning, Career Change, Estate Planning, Investment Management, Limited Partnerships, Getting Divorced, Mutual Funds, Irregular Income, Getting Married, Identity Theft, Real Estate, Job Loss, Insurance, Life Planning, Retirement, Stocks & Bonds, Tangible Assets, Long-term Care, Starting a Family, Succession Planning, Medical & Health Issues, Sudden Wealth, Men's Finances, Nontraditional Households, Special Needs, Personal Taxes, Women's Finances

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