Thomas Ohanesian, Cfp®
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Thomas Ohanesian, Cfp® Email & Phone Number

Partner and Senior Wealth Adviser at Intelligence Driven Advisers (IDA)
Location: Carlsbad, California, United States 4 work roles 2 schools
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✓ Verified August 2026 3 data sources Profile completeness 86%

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Current company
Intelligence Driven Advisers (IDA)
Role
Partner and Senior Wealth Adviser
Location
Carlsbad, California, United States
Company size
26 employees

Who is Thomas Ohanesian, Cfp®? Overview

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Quick answer

Thomas Ohanesian, Cfp® is listed as Partner and Senior Wealth Adviser at Intelligence Driven Advisers (IDA), a with 26 employees, based in Carlsbad, California, United States. AeroLeads shows a matched LinkedIn profile for Thomas Ohanesian, Cfp®.

Thomas Ohanesian, Cfp® previously worked as Partner & Senior Wealth Adviser at Intelligence Driven Advisers (Ida) and Wealth Adviser at Intelligence Driven Advisers (Ida). Thomas Ohanesian, Cfp® holds Bachelor'S Degree, Finance, Senior from California State University San Marcos.

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Intelligence Driven Advisers (IDA)

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Profile bio

About Thomas Ohanesian, Cfp®

He plays a key role in advising IDA clients while specializing in creating customized investment strategies tailored to meet specific retirement, tax, estate and insurance planning needs. Thomas is motivated and fulfilled by building personal relationships with clients, and particularly in using those relationships to help clients navigate life’s inevitable challenges and bring their comprehensive financial goals to fruition. He strives every day to truly have his client’s best interests at heart with every piece of advice, and appreciates how each client is truly supported by the collective expertise of the entire IDA team. Thomas is also a member of IDA’s portfolio management team and investment committee.

Current workplace

Thomas Ohanesian, Cfp®'s current company

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Intelligence Driven Advisers (IDA)
Intelligence Driven Advisers (Ida)
Partner and Senior Wealth Adviser
Carlsbad, CA, US
Website
idawealth.com
Employees
26
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4 roles

Thomas Ohanesian, Cfp® work experience

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

Partner & Senior Wealth Adviser

Current
Intelligence Driven Advisers (Ida)

Carlsbad, California, United States

Our Purpose is to provide individuals and business owners with guidance in making intelligent financial decisions that are rooted in transparency, discipline and simplicity. We steward our clients assets and financial plan giving them peace of mind on the journey to create and preserve wealth for not only themselves, but that of future generations. Our Values are to:- Serve Clients as Fiduciaries with undivided loyalty and integrity- Maintain continuous improvement both personally and professionally- Improve the lives of those around us- Exemplify a Passionate, Positive and Optimistic Attitude

Jan 2023 - Present
Team & coworkers

Colleagues at Intelligence Driven Advisers (IDA)

Other employees you can reach at idawealth.com. View company contacts for 26 employees →

BL Bingheng Lin Bingheng Lin Colleague at Intelligence Driven Advisers (Ida)San Juan Capistrano, California, United States View → DW Darcy Wadsworth Darcy Wadsworth Colleague at Intelligence Driven Advisers (Ida)Summerland Key, Florida, United States View → SB Sajjad Baqar Sajjad Baqar Colleague at Intelligence Driven Advisers (Ida)Pakistan View → AK Alex Klingensmith, Cfp® Alex Klingensmith, Cfp® Colleague at Intelligence Driven Advisers (Ida)Carlsbad, California, United States View → DL Derek Long Derek Long Colleague at Intelligence Driven Advisers (Ida)Murrieta, California, United States View → CH Cole Hamer Cole Hamer Colleague at Intelligence Driven Advisers (Ida)United States View → RP Rob Paterson Rob Paterson Colleague at Intelligence Driven Advisers (Ida)Carlsbad, California, United States View → SM Shanda Mansperger Shanda Mansperger Colleague at Intelligence Driven Advisers (Ida)San Jacinto, California, United States View → JN Jennifer Novak Jennifer Novak Colleague at Intelligence Driven Advisers (Ida)San Diego County, California, United States View → RL Rick Labrum Rick Labrum Colleague at Intelligence Driven Advisers (Ida)Temecula, California, United States View →
2 education records

Thomas Ohanesian, Cfp® education

Bachelor'S Degree, Finance, Senior

California State University San Marcos

Activities and Societies: CSUSM Finance Society: Vice President of Marketing Operations 2014-2015, member since 2013

FAQ

Frequently asked questions about Thomas Ohanesian, Cfp®

Quick answers generated from the profile data available on this page.

What company does Thomas Ohanesian, Cfp® work for?

Thomas Ohanesian, Cfp® works for Intelligence Driven Advisers (IDA).

What is Thomas Ohanesian, Cfp®'s role at Intelligence Driven Advisers (IDA)?

Thomas Ohanesian, Cfp® is listed as Partner and Senior Wealth Adviser at Intelligence Driven Advisers (IDA).

Where is Thomas Ohanesian, Cfp® based?

Thomas Ohanesian, Cfp® is based in Carlsbad, California, United States while working with Intelligence Driven Advisers (IDA).

What companies has Thomas Ohanesian, Cfp® worked for?

Thomas Ohanesian, Cfp® has worked for Intelligence Driven Advisers (Ida) and Labrum Wealth Management.

Who are Thomas Ohanesian, Cfp®'s colleagues at Intelligence Driven Advisers (IDA)?

Thomas Ohanesian, Cfp®'s colleagues at Intelligence Driven Advisers (IDA) include Bingheng Lin, Darcy Wadsworth, Sajjad Baqar, Alex Klingensmith, Cfp®, and Derek Long.

How can I contact Thomas Ohanesian, Cfp®?

You can use AeroLeads to view verified contact signals for Thomas Ohanesian, Cfp® at Intelligence Driven Advisers (IDA), including work email, phone, and LinkedIn data when available.

What schools did Thomas Ohanesian, Cfp® attend?

Thomas Ohanesian, Cfp® holds Bachelor'S Degree, Finance, Senior from California State University San Marcos.

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