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Brent Thomas, CFP®

Brent Thomas, CFP®

Wealth Advisor

Brent Thomas is a wealth advisor at Buckingham and a professional development advisor for BAM Advisor Services. A native of California, he has over twenty years of experience as a financial advisor. Brent specializes in planning for retirement, income and estate tax, and investment recommendations.

In 1996, he was awarded the CERTIFIED FINANCIAL PLANNERTM Professional (CFP®) designation. Prior to merging with Buckingham in 2010, Brent served as a Principal of Wealth Management Consultants, LLC. Before joining WMC in 1995, Brent began his career in financial services working with Lieberman Associates Financial Planning in 1991.

He serves on the Investment Policy Committee for Buckingham and the BAM ALLIANCE. Brent currently sits on the Board of the Rincon Valley Christian School and is past Chairman and treasurer. He also serves on the Committee for his son’s Boy Scouts of America troop.

He received his B.A. in Management with a concentration in finance from Sonoma State University. Brent is married and the proud father of two children. In his free time he enjoys participating in hischildren’s activities like scouting and soccer and volunteering at their school.

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