Thelia Eagan, CPA/PFS
Thelia Eagan is a Buckingham wealth advisor and a BAM Advisor Services professional development advisor. A native of northern California, she has more than twenty years of experience as a tax and financial advisor.
As a wealth advisor, her focus includes working with successful individuals to find comprehensive solutions to a broad spectrum of advanced financial planning needs and objectives. She specializes in planning for retirement, estate and gift tax, income tax, and investments.
Thelia brings her experience as a wealth advisor to the entire BAM community. With her knowledge of donor advised funds, charitable remainder trusts, charitable lead trusts and private foundations, she also has unique expertise in helping clients with philanthropic intentions.
In 2002, Thelia was awarded the Personal Financial Specialist (PFS) designation by the American Institute of Certified Public Accountants. The PFS designation recognizes CPAs with considerable professional experience in financial planning.
Prior to merging with Buckingham in 2010, Thelia served as a Principal of Wealth Management Consultants, LLC (WMC). Before joining WMC in 1998, she was a tax manager at a large local public accounting firm. As a California licensed CPA, Thelia specialized in trust, estate, gift and individual taxation for high net-worth clients. In addition, she gained significant experience working with charitable remainder trusts, charitable lead trusts and private foundations. Consulting with entrepreneurs and executives, Thelia often incorporated advanced income tax planning for stock options, charitable giving, retirement income and family wealth transfers.
She currently serves on the Investment Advisory Committee of Community Foundation Sonoma County and is an alumnus of the Leadership Santa Rosa program. Thelia received her Bachelor of Business Administration with an emphasis in accounting from Pacific Union College.
She has also earned a Graduate Certificate in Estate Planning from Golden Gate University’s School of Taxation.
Thelia is married and the proud owner of two dogs.