Brent Thomas
CFP®
Buckingham Strategic Wealth
Wealth Advisor
Brent Thomas
CFP®
Buckingham Strategic Wealth
Wealth Advisor
As a fee-only wealth advisor, we like to look at the big picture together to make sure you meet all your personal and family goals. - Brent Thomas, CFP®
Forever standing on the side of our clients.
Meet Brent Thomas
Brent Thomas is a Santa Rosa, CA fee-only financial planner. Buckingham Strategic Wealth provides comprehensive financial planning and advice to help clients get organized and take action toward their financial goals. As a fee-only, fiduciary, and independent financial advisor, Brent Thomas is never paid a commission of any kind, and works only for the client - not a broker, insurance company, or bank.
Brent Thomas is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Professional Designations & Affiliations
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Brent Thomas is a NAPFA-Registered Financial AdvisorThe National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
Contact Brent Thomas
Office Locations:
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3550 Round Barn Blvd
Suite 212
Santa Rosa, CA 95403
