Amanda Thomas, Ms, Cfp®
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Amanda Thomas, Ms, Cfp® Email & Phone Number

Partner and Director of Philanthropic Strategy | Mission Wealth at Mission Wealth
Location: Santa Barbara, California, United States 3 work roles
1 work email found @missionwealth.com LinkedIn matched
✓ Verified Jul 2026 3 data sources Profile completeness 86%

Contact Signals · 1 work email

Work email a****@missionwealth.com
LinkedIn Profile matched
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Current company
Mission Wealth
Role
Partner and Director of Philanthropic Strategy | Mission Wealth
Location
Santa Barbara, California, United States
Company size
53 employees

Who is Amanda Thomas, Ms, Cfp®? Overview

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Quick answer

Amanda Thomas, Ms, Cfp® is listed as Partner and Director of Philanthropic Strategy | Mission Wealth at Mission Wealth, a 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.

Company email context

Email format at Mission Wealth

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*@missionwealth.com
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AeroLeads found 1 current-domain work email signal for Amanda Thomas, Ms, Cfp®. Compare company email patterns before reaching out.

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Profile bio

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.

Current workplace

Amanda Thomas, Ms, Cfp®'s current company

Company context helps verify the profile and gives searchers a useful next step.

Mission Wealth
Mission Wealth
Partner and Director of Philanthropic Strategy | Mission Wealth
santa barbara, california, united states
Website
missionwealth.com
Employees
53
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Company profile
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3 roles

Amanda Thomas, Ms, Cfp® work experience

A career timeline built from the work history available for this profile.

Partner And Director Of Philanthropic Strategy

Current
Mission Wealth
Jan 2023 - Present

Vice President

Northern Trust

Santa Barbara, California

Jan 1994 - Jun 2005
Team & coworkers

Colleagues at Mission Wealth

Other employees you can reach at missionwealth.com. View company contacts for 53 employees →

PC Pat Collins Pat Collins Colleague at Mission WealthGreater Boston, United States View → BB Brandon Baiamonte, Cpa, Cfa®, Cfp®, Cfe Brandon Baiamonte, Cpa, Cfa®, Cfp®, Cfe Colleague at Mission WealthSalt Lake City Metropolitan Area, United States View → JR Jenna Rogers, Ms, Cfp Jenna Rogers, Ms, Cfp Colleague at Mission WealthSanta Barbara, California, United States View → DS Dannell Stuart Dannell Stuart Colleague at Mission WealthSanta Barbara, California, United States View → MB Marc Brooks, Mba, Cfp® Marc Brooks, Mba, Cfp® Colleague at Mission WealthAtlanta, Georgia, United States View → MM Michael Malmgren, Mba, Macc, Awma® Michael Malmgren, Mba, Macc, Awma® Colleague at Mission WealthSouth Jordan, Utah, United States View → DE Davis Edwards, Cfa Davis Edwards, Cfa Colleague at Mission WealthSanta Barbara, California, United States View → KT Kristen Taylor, Msfa, Cfp® Kristen Taylor, Msfa, Cfp® Colleague at Mission WealthWalnut Creek, California, United States View → JM Jose Monreal, Cfp®, Ricp® Jose Monreal, Cfp®, Ricp® Colleague at Mission WealthDallas, Texas, United States View → PL Phyllis Lancaster, Cfp® Phyllis Lancaster, Cfp® Colleague at Mission WealthGreensboro, North Carolina, United States View →
FAQ

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 Pat Collins, Brandon Baiamonte, Cpa, Cfa®, Cfp®, Cfe, Jenna Rogers, Ms, Cfp, Dannell Stuart, 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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