Amanda Thomas

MS, CFP®, CDFA™

Client Advisor

 
 

Amanda Thomas

MS, CFP®, CDFA™

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

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.

 
Spotlight on Amanda

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

To read about our interview with Amanda, take a look at our Spotlight on the Team: Amanda Thomas article!

Specializations

Contact Information

Office Location: Santa Barbara, CA
Email: athomas@nullmissionwealth.com
Direct Line: (805) 690-3873

Role at Mission Wealth

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.

 
Spotlight on Amanda

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

To read about our interview with Amanda, take a look at our Spotlight on the Team: Amanda Thomas article!

Specializations

Contact Information

Office Location: Santa Barbara, CA
Email: athomas@nullmissionwealth.com
Direct Line: (805) 690-3873

Career Highlights

Amanda has over 30 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.

Credentials

Career Highlights

Amanda has over 30 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.

Credentials

Community Involvement

  • Past President and current Board member of the Santa Barbara Maritime Museum
  • Junior League of Santa Barbara
  • City of Santa Barbara Human Services and Community Development Commission
  • Santa Barbara Young Professionals Club co-founder
  • Santa Barbara Small Business Loan Fund

Awards + Recognition

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

Disclosures

Personal Pursuits

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

Education

Master of Science in Financial Planning from the College for Financial Planning

Bachelor of Arts in International Studies and Classics from the University of North Carolina at Chapel Hill
 
Amanda Recommends

Community Involvement

  • Past President and current Board member of the Santa Barbara Maritime Museum
  • Junior League of Santa Barbara
  • City of Santa Barbara Human Services and Community Development Commission
  • Santa Barbara Young Professionals Club co-founder
  • Santa Barbara Small Business Loan Fund

Awards + Recognition

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

Disclosures

Personal Pursuits

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

Education

Master of Science in Financial Planning from the College for Financial Planning

Bachelor of Arts in International Studies and Classics from the University of North Carolina at Chapel Hill
 
Amanda Recommends

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