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

Stephen Thomas, CFP®

MS,

Financial Pointe

3323 Old Conejo Rd
Newbury Park, CA 91320
FINANCIAL ADVISOR'S WEBSITE
(805) 499-3570

General

Stephen Thomas is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Financial Pointe in Newbury Park, CA and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 24, 51, 53, 63, 65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - MS

Insurance Licenses

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

Broker-Dealer Affiliation

None/NA

Broker-Dealer Disclaimer


Financial Advisor's Specialties

Comprehensive Financial Planning, Estate Planning, Investment Management, Insurance, Life Planning, Retirement

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Helpful Financial Planning Resources