Melinda  Thomas,  CFP<sup>&reg;</sup> - Financial Advisor

Melinda Thomas, CFP®

Managing Director 609.34 Miles

Pensionmark / World Investment Advisors

PO Box 460514
Leeds, UT 84746
FINANCIAL ADVISOR'S WEBSITE
(805) 295-9912

General

Melinda Thomas is a CERTIFIED FINANCIAL PLANNER® professional and member of the Financial Planning Association, serving clients at Pensionmark / World Investment Advisors in Leeds, UT and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 24, 63, 65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER®
  • Chartered Financial Consultant (ChFC®)
  • Other - LUTCF

Insurance Licenses

  • Life insurance
  • Health/disability insurance
  • Property/casualty
  • Fixed annuities
  • Variable annuities

Broker-Dealer Affiliation

None/NA

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, Career Change, Estate Planning, Investment Management, Government & Military, Employee Benefits, Getting Married, Mutual Funds, Minority Financing, Insurance, Real Estate, Retirement, Stocks & Bonds, Life Planning, Startup, Succession Planning, Starting a Family, Tangible Assets, Long-term Care, Sudden Wealth, Men's Finances, Nontraditional Households, Special Needs, Personal Taxes, Women's Finances

More

Helpful Financial Planning Resources