Amanda Thomas

MS, CFP^®, CDFA^®

Partner and Client Advisor

Amanda Thomas

MS, CFP^®, CDFA^®

Partner and Client Advisor

"What is rewarding about the wealth management profession is earning the trust of a client and adding value as one of their key advisors."

Role at Mission Wealth

As a Client Advisor, Amanda becomes personally acquainted with the specific goals and financial lives of her clients and then delivers customized financial planning, risk management, and tax strategies to assist in their goal achievement. Ms. Thomas has extensive experience working with the financial needs and goals of divorcees, widows, and multi-generational families.

Contact Information

Team Location: Santa Barbara, CA

Department:

Advisory Team, Partner Group

athomas@nullmissionwealth.com

(805) 690-3873

Professional Background

Amanda has over 35 years of financial experience. Prior to joining Mission Wealth in 2006, Amanda spent 11 years as a Vice President in Private Banking at Northern Trust Bank in Santa Barbara, working with high net worth clients and their banking, investment, and trust needs.

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.

Credentials

Certified Divorce Financial Analyst^®

The professional training for the certification is focused on understanding and estimating the long-term costs of a divorce, including the tax consequences of divorce agreements, the process of dividing and valuing property fairly, determining how much alimony and/or child support is appropriate and for how long, and modeling the future values of retirement and pension funds. Candidates must complete four modules during their training to achieve the designation and must obtain continuing education credits each year to maintain their certification status.

Certified Financial Planner^®

To achieve the certification, individuals must demonstrate their financial planning competence through extensive education and a rigorous board examination focusing on the areas of financial planning, taxes, insurance, estate planning and retirement. CFP^® professionals must also complete continuing education programs each year to maintain their certification status.

Masters of Science in Personal Financial Planning

Those who have earned an MS in Financial Planning are prepared to advise their clients on a wide spectrum of financial needs. Course topics include advanced pension and estate planning, financial planning, executive compensation, business and personal tax planning, security analysis and portfolio management, and financial statement analysis. The curriculum is based on a client-centered, problem-solving method using case studies to give students a hands-on approach.

Personal Pursuits

Amanda was born and raised in Miami. Currently residing in Santa Barbara with her husband, she enjoys travel and all outdoor sports including beach volleyball, golf, tennis, hiking, skiing, and swimming.

Amanda is Past President and current Board member of the Santa Barbara Maritime Museum, and a past board member of the Junior League of Santa Barbara, City of Santa Barbara Human Services and Community Development Commission, Santa Barbara Young Professionals Club co-founder, and Santa Barbara Small Business Loan Fund.

As a member of the Women on a Mission group, she is part of an array of female team members that offer the advice and guidance women need in this new age. Our goal is to support a future full of strong, independent women, based on education, positivity, and empowerment.

Awards & Recognition

Pacific Coast Business Times “Top 50 Women in Business” in 2017 in the Business and Finance category. Disclosures.

Amanda Thomas Top 50 Women

Spotlight on Amanda Thomas

In this interview Amanda discusses her passion for sports, travel and languages!

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