Amanda Thomas Mission Wealth

Amanda Thomas

In by Mission Wealth

Amanda Thomas, Partner and Director of Philanthropic Strat

Amanda Thomas

MS, CFP®, CDFA®

Partner and Director of Philanthropic Strategy

Santa Barbara

805-690-3873

CONTACT AMANDA

Amanda Thomas

MS, CFP®, CDFA®

Partner and Director of Philanthropic Strategy

Santa Barbara

805-690-3873

CONTACT AMANDA

"The definition of philanthropy is 'a spirit of goodwill toward all people.' It is so rewarding to guide clients to identify and implement their philanthropic goals and to spread this spirit of goodwill to the causes and passions that can create lasting change."

Amanda Thomas is a Partner and the Director of Philanthropic Strategy at Mission Wealth. In her charitable planning role, Amanda guides and educates clients to formulate an effective philanthropic plan and discusses tax-efficient giving strategies that will establish a legacy of impact for future generations. Amanda delivers customized solutions that are aligned with Mission Wealth's ongoing client service model and annual Wealth Management, Tax Management, and Estate Plan Reviews to ensure that client cash flow, tax impact, and legacy considerations are addressed. A client’s philanthropic plan can also include engagement of the next generation, impact investing, and research on nonprofits that are aligned with their mission.

Amanda was previously a Wealth Advisor at Mission Wealth and has extensive experience working with the financial needs and goals of divorcees, widows, and multi-generational families.

"The definition of philanthropy is 'a spirit of goodwill toward all people.' It is so rewarding to guide clients to identify and implement their philanthropic goals and to spread this spirit of goodwill to the causes and passions that can create lasting change."

Amanda Thomas is a Partner and the Director of Philanthropic Strategy at Mission Wealth. In her charitable planning role, Amanda guides and educates clients to formulate an effective philanthropic plan and discusses tax-efficient giving strategies that will establish a legacy of impact for future generations. Amanda delivers customized solutions that are aligned with Mission Wealth's ongoing client service model and annual Wealth Management, Tax Management, and Estate Plan Reviews to ensure that client cash flow, tax impact, and legacy considerations are addressed. A client’s philanthropic plan can also include engagement of the next generation, impact investing, and research on nonprofits that are aligned with their mission.

Amanda was previously a Wealth Advisor at Mission Wealth and has extensive experience working with the financial needs and goals of divorcees, widows, and multi-generational families.

Learn About Amanda Thomas

Professional Background

With more than 35 years of financial expertise, Amanda is a seasoned veteran in the industry. In 2006, she brought her wealth of experience to Mission Wealth, where she continues to make a significant impact as a Partner and Director of Philanthropic Strategy. Before joining the team, Amanda served as Vice President in Private Banking at Northern Trust Bank in Santa Barbara for over a decade. During her tenure, she worked closely with high net worth clients, providing tailored solutions to meet their diverse banking, investment, and trust needs. Amanda's extensive background in finance and her unwavering dedication to client satisfaction have earned her a well-deserved reputation as a trusted advisor and valuable asset to the Mission Wealth team.

Amanda has a Master of Science in Financial Planning from the College for Financial Planning, as a well as a Bachelor of Arts in International Studies and Classics from the University of North Carolina at Chapel Hill. She also holds designations as a CERTIFIED FINANCIAL PLANNER™ and a Certified Divorce Financial Analyst®.

Personal Pursuits

Amanda hails from Miami, where she spent her formative years before relocating to Santa Barbara where she met her husband. She's an ardent fan of outdoor sports and can often be found participating in a range of activities, including beach volleyball, golf, tennis, hiking, skiing, and swimming. Amanda's love of travel has taken her to various destinations around the world, where she enjoys exploring new cultures and cuisines.

Community Impact

Amanda's commitment to giving back to her community is evident in her active involvement in various charitable organizations. She is a Past President of the Santa Barbara Maritime Museum and currently serves on its Planned Giving Committee. Amanda is also a former board member of the Junior League of Santa Barbara, City of Santa Barbara Human Services and Community Development Commission, and Santa Barbara Small Business Loan Fund. She played a pivotal role in co-founding the Santa Barbara Young Professionals Club which continues as an active organization. Amanda's tireless efforts to support these organizations reflect her deep-seated belief in the power of community and the importance of social responsibility.

Dannell Stuart Volunteering

Awards and Recognitions

Top 50 Women in Business, Pacific Coast Business Times (2017)

*for award disclosures and methodology, visit awards & rankings

In the News

Check out these recent articles and blogs, authored by Amanda Thomas.
Before, During and After Divorce

How Financial Advisors Assist Before, During, and After a Divorce

Director of Philanthropic Strategy Amanda Thomas explains why engaging with a financial advisor early on in your divorce journey can mitigate some of the stress and give you comfort that someone is there to advocate for your best interest.
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Are You Giving to Charities and Not Using a Donor-Advised Fund?

Learn why donor-advised funds (or DAFs) are a common tool to connect the intention and your legacy behind philanthropic family strategies.
Preparing for retirement with Mission Wealth.

5 Years to Retirement Age? Here’s 3 Things to Consider Now

Are you approaching retirement in the next 5 years? There are three important updates on the SECURE Act 2.0 that you should know.

About Mission Wealth

Mission Wealth is a nationally recognized Registered Investment Advisory firm (RIA) founded in 2000 known for its service model, driven by a world-class technology stack that offers financial planning, investment counsel, tax strategies, estate planning coordination, philanthropic advice, and asset protection solutions tailored to each client’s needs.

Mission Wealth’s vision is to provide caring advice that empowers families to achieve their life dreams. Our founders were pioneers in the industry when they embraced the client-first principles of objective advice, comprehensive financial planning, coordination with other professional advisors, and proactive service. Mission Wealth is a fiduciary, and our holistic planning process provides clarity and confidence.
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