Financial Advisor
Current
Feb 2023 - Present
AeroLeads people directory · profile
Andy Thomas, Cpa, Cfp® Email & Phone Number
Investment Advisor / CPA
at
EP Wealth Advisors
1 work email found
@thomasfinancialadvisors.com
LinkedIn matched
✓ Verified May 2026
4 data sources
Profile completeness 100%
Current company
Role
Investment Advisor / CPA
Location
Denver, Colorado, United States
Company size
Who is Andy Thomas, Cpa, Cfp®? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Andy Thomas, Cpa, Cfp® is listed as Investment Advisor / CPA at EP Wealth Advisors, a company with 138 employees, based in Denver, Colorado, United States. AeroLeads shows a work email signal at thomasfinancialadvisors.com and a matched LinkedIn profile for Andy Thomas, Cpa, Cfp®.
Andy Thomas, Cpa, Cfp® previously worked as Financial Advisor at Ep Wealth Advisors and Partner at Thomas Financial Advisors. Andy Thomas, Cpa, Cfp® holds Ms Accounting from University Of Colorado At Denver.
Company email context
Email format at EP Wealth Advisors
This section adds company-level context without repeating Andy Thomas, Cpa, Cfp®'s masked contact details.
{first}@thomasfinancialadvisors.com
86% confidence
AeroLeads found 1 current-domain work email signal for Andy Thomas, Cpa, Cfp®. Compare company email patterns before reaching out.
Profile bio
About Andy Thomas, Cpa, Cfp®
Andy Thomas, Cpa, Cfp® is a Investment Advisor / CPA at EP Wealth Advisors. He possess expertise in strategic financial planning, investments, retirement planning, finance, mutual funds and 19 more skills.
Listed skills include Strategic Financial Planning, Investments, Retirement Planning, Finance, and 20 others.
Current workplace
Andy Thomas, Cpa, Cfp®'s current company
Company context helps verify the profile and gives searchers a useful next step.
Ep Wealth Advisors
6 roles
Andy Thomas, Cpa, Cfp® work experience
A career timeline built from the work history available for this profile.
Partner
Thomas Financial Advisors is a full service investment advisory firm providing clients with comprehensive investment, tax and risk management services. We work with clients across the entire financial spectrum of their life, including investment management, tax planning and preparation, life and disability insurance advisory, retirement planning, education.
Jul 2010 - Feb 2024
Senior Associate - Audit
Ehrhardt Keefe Steiner & Hottman Pc
- Lead financial statement audits and quarterly reviews of public and private oil and gas companies.
Jan 2009 - Aug 2010
Volunteer
- Served as a volunteer for an international non-profit organization providing educational support, medical assistance and mobilization leadership to the urban underprivileged youth of Metro Manila, Philippines.
Jan 2008 - Nov 2008
Senior Associate - Audit
- Lead integrated financial statement audits, quarterly reviews and agreed upon procedures primarily to oil & gas and financial services companies.
Aug 2007 - Nov 2007
Associate - Audit
- Provided integrated financial statement audits, quarterly reviews and agreed upon procedures primarily to oil & gas and financial services companies.
Oct 2004 - Aug 2007
Team & coworkers
Colleagues at EP Wealth Advisors
Other employees you can reach at epwealth.com. View company contacts for 138 employees →
CD
Curtis Divona
Colleague at Ep Wealth Advisors
San Marcos, California, United States, United States
View →
ON
Olivia Nierhake
Colleague at Ep Wealth Advisors
Benicia, California, United States, United States
View →
ER
Eduardo Ramirez
Colleague at Ep Wealth Advisors
Rancho Cucamonga, California, United States, United States
View →
JL
Jordan Loo
Colleague at Ep Wealth Advisors
Los Angeles, California, United States, United States
View →
KJ
Kelly Johnson, Fpqp®️
Colleague at Ep Wealth Advisors
Littleton, Colorado, United States, United States
View →
JJ
Jared Johnson, Cfp®
Colleague at Ep Wealth Advisors
Keller, Texas, United States, United States
View →
JM
Jon Moore, Cfp®
Colleague at Ep Wealth Advisors
Littleton, Colorado, United States, United States
View →
LC
Luke Cavanagh
Colleague at Ep Wealth Advisors
United States, United States
View →
EE
Eylene Esparza
Colleague at Ep Wealth Advisors
San Luis Obispo, California, United States, United States
View →
EG
Emily Goodman, Cfp®
Colleague at Ep Wealth Advisors
Los Osos, California, United States, United States
View →
Curtis Divona
Colleague at Ep Wealth Advisors
San Marcos, California, United States, United States
View →
ON
Olivia Nierhake
Colleague at Ep Wealth Advisors
Benicia, California, United States, United States
View →
ER
Eduardo Ramirez
Colleague at Ep Wealth Advisors
Rancho Cucamonga, California, United States, United States
View →
JL
Jordan Loo
Colleague at Ep Wealth Advisors
Los Angeles, California, United States, United States
View →
KJ
Kelly Johnson, Fpqp®️
Colleague at Ep Wealth Advisors
Littleton, Colorado, United States, United States
View →
JJ
Jared Johnson, Cfp®
Colleague at Ep Wealth Advisors
Keller, Texas, United States, United States
View →
JM
Jon Moore, Cfp®
Colleague at Ep Wealth Advisors
Littleton, Colorado, United States, United States
View →
LC
Luke Cavanagh
Colleague at Ep Wealth Advisors
United States, United States
View →
EE
Eylene Esparza
Colleague at Ep Wealth Advisors
San Luis Obispo, California, United States, United States
View →
EG
Emily Goodman, Cfp®
Colleague at Ep Wealth Advisors
Los Osos, California, United States, United States
View →
2 education records
Andy Thomas, Cpa, Cfp® education
Ms Accounting
University Of Colorado At Denver
Bs Accounting
University Of Colorado At Boulder - Leeds School Of Business
FAQ
Frequently asked questions about Andy Thomas, Cpa, Cfp®
Quick answers generated from the profile data available on this page.
What company does Andy Thomas, Cpa, Cfp® work for?
Andy Thomas, Cpa, Cfp® works for EP Wealth Advisors.
What is Andy Thomas, Cpa, Cfp®'s role at EP Wealth Advisors?
Andy Thomas, Cpa, Cfp® is listed as Investment Advisor / CPA at EP Wealth Advisors.
What is Andy Thomas, Cpa, Cfp®'s email address?
AeroLeads has found 1 work email signal at @thomasfinancialadvisors.com for Andy Thomas, Cpa, Cfp® at EP Wealth Advisors.
Where is Andy Thomas, Cpa, Cfp® based?
Andy Thomas, Cpa, Cfp® is based in Denver, Colorado, United States while working with EP Wealth Advisors.
What companies has Andy Thomas, Cpa, Cfp® worked for?
Andy Thomas, Cpa, Cfp® has worked for Ep Wealth Advisors, Thomas Financial Advisors, Ehrhardt Keefe Steiner & Hottman Pc, International Teams, and Pricewaterhousecoopers Llp.
Who are Andy Thomas, Cpa, Cfp®'s colleagues at EP Wealth Advisors?
Andy Thomas, Cpa, Cfp®'s colleagues at EP Wealth Advisors include Curtis Divona, Olivia Nierhake, Eduardo Ramirez, Jordan Loo, and Kelly Johnson, Fpqp®️.
How can I contact Andy Thomas, Cpa, Cfp®?
You can use AeroLeads to view verified contact signals for Andy Thomas, Cpa, Cfp® at EP Wealth Advisors, including work email, phone, and LinkedIn data when available.
What schools did Andy Thomas, Cpa, Cfp® attend?
Andy Thomas, Cpa, Cfp® holds Ms Accounting from University Of Colorado At Denver.
What skills is Andy Thomas, Cpa, Cfp® known for?
Andy Thomas, Cpa, Cfp® is listed with skills including Strategic Financial Planning, Investments, Retirement Planning, Finance, Mutual Funds, Auditing, Investment Advisory, and Tax.
Find 750M verified contacts
Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.
Start free trial