Thomas joined C-J Advisory in 2020 as an Associate Wealth Advisor after graduating from Santa Clara University with a Bachelor of Science in Economics. Thomas has a passion for financial planning and holds the Series 65 securities license as an Investment Advisor Representative and fiduciary. As an Associate Wealth Advisor, he assists the firm’s advisor team with preparation for client meetings, investment analysis, and developing financial plans. He is a member of the Silicon Valley Financial Planning Association, The National Association of Personal Financial Advisors, and the Alliance of Comprehensive Planners. In his free time, he enjoys outdoor adventures, traveling, and cooking.