Amanda Thomas, Ms, Cfp® Email & Phone Number
@missionwealth.com
LinkedIn matched
Who is Amanda Thomas, Ms, Cfp®? Overview
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Amanda Thomas, Ms, Cfp® is listed as Partner and Director of Philanthropic Strategy | Mission Wealth at Mission Wealth, a company with 53 employees, based in Santa Barbara, California, United States. AeroLeads shows a work email signal at missionwealth.com and a matched LinkedIn profile for Amanda Thomas, Ms, Cfp®.
Amanda Thomas, Ms, Cfp® previously worked as Partner and Director of Philanthropic Strategy at Mission Wealth and Partner and Client Advisor at Mission Wealth.
Email format at Mission Wealth
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AeroLeads found 1 current-domain work email signal for Amanda Thomas, Ms, Cfp®. Compare company email patterns before reaching out.
About Amanda Thomas, Ms, Cfp®
As the Director of Philanthropic Strategy at Mission Wealth, I guide and educate clients to formulate an effective philanthropic plan and discuss tax-efficient giving strategies that will establish a legacy of impact for future generations. These customized solutions are aligned with our ongoing client service model that includes annual Wealth Management, Tax Management, and Estate Plan Reviews to ensure that client cash flow, tax impact, and legacy considerations are addressed.
Listed skills include Wealth Management, Investment Advisory, Estate Planning, Wealth, and 23 others.
Amanda Thomas, Ms, Cfp®'s current company
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Amanda Thomas, Ms, Cfp® work experience
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Partner And Client Advisor
Vice President
Colleagues at Mission Wealth
Other employees you can reach at missionwealth.com. View company contacts for 53 employees →
Tricia Fahnoe
Colleague at Mission Wealth
Santa Barbara, California, United States, United States
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SR
Susan Rizzi, Cfp®
Colleague at Mission Wealth
Greensboro, North Carolina, United States, United States
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JG
Jake Grendahl
Colleague at Mission Wealth
San Diego, California, United States, United States
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RM
Ryan Miller
Colleague at Mission Wealth
Park Ridge, Illinois, United States, United States
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MB
Marc Brooks, Mba, Cfp®
Colleague at Mission Wealth
Atlanta, Georgia, United States, United States
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KH
Kyle Humphreys
Colleague at Mission Wealth
Lafayette, California, United States, United States
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JV
Josh Vasquez
Colleague at Mission Wealth
Austin, Texas, United States, United States
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MD
Michael Dittamo
Colleague at Mission Wealth
Carpinteria, California, United States, United States
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KO
Kieran Osborne, Cfa
Colleague at Mission Wealth
Santa Barbara, California, United States, United States
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HF
Herb Flores, Cfp®
Colleague at Mission Wealth
Austin, Texas Metropolitan Area, United States
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Frequently asked questions about Amanda Thomas, Ms, Cfp®
Quick answers generated from the profile data available on this page.
What company does Amanda Thomas, Ms, Cfp® work for?
Amanda Thomas, Ms, Cfp® works for Mission Wealth.
What is Amanda Thomas, Ms, Cfp®'s role at Mission Wealth?
Amanda Thomas, Ms, Cfp® is listed as Partner and Director of Philanthropic Strategy | Mission Wealth at Mission Wealth.
What is Amanda Thomas, Ms, Cfp®'s email address?
AeroLeads has found 1 work email signal at @missionwealth.com for Amanda Thomas, Ms, Cfp® at Mission Wealth.
Where is Amanda Thomas, Ms, Cfp® based?
Amanda Thomas, Ms, Cfp® is based in Santa Barbara, California, United States while working with Mission Wealth.
What companies has Amanda Thomas, Ms, Cfp® worked for?
Amanda Thomas, Ms, Cfp® has worked for Mission Wealth and Northern Trust.
Who are Amanda Thomas, Ms, Cfp®'s colleagues at Mission Wealth?
Amanda Thomas, Ms, Cfp®'s colleagues at Mission Wealth include Tricia Fahnoe, Susan Rizzi, Cfp®, Jake Grendahl, Ryan Miller, and Marc Brooks, Mba, Cfp®.
How can I contact Amanda Thomas, Ms, Cfp®?
You can use AeroLeads to view verified contact signals for Amanda Thomas, Ms, Cfp® at Mission Wealth, including work email, phone, and LinkedIn data when available.
What skills is Amanda Thomas, Ms, Cfp® known for?
Amanda Thomas, Ms, Cfp® is listed with skills including Wealth Management, Investment Advisory, Estate Planning, Wealth, Retirement, Investments, Investment Management, and Retirement Planning.
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