Marie Thomasson
CFP®
Modern Assets
Owner & Financial Advisor
Marie Thomasson
CFP®
Modern Assets
Owner & Financial Advisor
You’re an independent woman with progressive values. And you want to make sure you’re on the right track financially. But you’re also concerned about people, the planet, and politics. How can you make sure you’re responsible with your money — personally, socially, and environmentally? - Marie Thomasson, CFP®
I serve women with progressive values in the greater Los Angeles area and across the country.
Marie Thomasson, CFP® is a Los Angeles, CA financial planner serving Los Angeles and clients across the country.
I offer Financial Planning & Investment Management that aligns with your goals AND your values.
As a fee-only, fiduciary, and (fiercely) independent financial advisor, I am never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice. I have an ethical obligation to help my clients invest according to their progressive values of people over profit.
Marie Thomasson is a passionately progressive, fee-only financial advisor at Modern Assets, LLC, located in Los Angeles, CA.
Marie Thomasson, CFP ®
I work with women who want more. More for themselves. More for their friends and family. More for the planet and all the people who inhabit it. Because I want more for my clients, myself, my community, and especially for my sons and the world they’ll inherit.
I started this journey with a prestigious internship in asset management at TCW after studying Applied Mathematics at UCLA. It turned into 13 long years, overseeing over six billion dollars in bonds for pension funds, institutions, and banks. The experience left me with a deep skillset, and a deeper longing to be free of an industry saturated in privilege, misogyny, and self-interest.
I don’t blindly take orders that I know will harm more than it will help. I’m not the person who will identify the CPA who will help you pay zero taxes or help the fabulously rich get richer with no deeper motivation than their own self-interest. I believe that healthcare and education should not be tied to a profit motive, and that deregulation has harmed more than it’s helped.
If you don’t like my politics, you won’t understand my economics. You won’t get investing that considers collective well-being in tandem with personal profit. You won’t accept a little less market return for yourself so that those without the privilege of being a shareholder don’t suffer for our self-interest.
I’m outspoken and opinionated. I’m a fiduciary for my clients, but also consider me a friend and fiduciary of our planet earth, of social justice, and good governance.
So here I am, working to change our reality in the way that I know best — one powerful woman at a time.
Marie Thomasson 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.
Financial Planning & Investment Management that align with your goals AND your values.
Here’s what I offer:
- Advice that prioritizes both personal and collective well-being
- Confidence that you’re making financial decisions today that will benefit you tomorrow
- Clarity about how to make an impact in the world that goes beyond your bank account
- Perspective on what’s been holding you back in your life and happiness
- Accountability to make sure you’re checking off all the right boxes
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Socially Responsible Investing
- Values Based Investing
- Impact Investing
- Holistic Financial Planning
Ideal Clients
- Independent Women
- Progressive Principles
- Impact Driven Investor
Working Together
- In-Person Meetings
- Virtual Meetings
- No Surprise Pricing
- Zero Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
-
Marie Thomasson 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.
-
Marie Thomasson is a Member of the XY Planning NetworkThe XY Planning Network is the leading organization of fee-only financial advisors who are focused on working with Generation X and Generation Y clients. Our mission is to connect consumers with best-in-class financial advisors who specialize in working with clients just like you.
-
Marie Thomasson is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
-
Marie Thomasson is a Committee Member for NAPFA's Women's Initiative
-
Marie Thomasson is Featured on Business Insider: "5 ways single parents can save more money during the pandemic, according to a financial planner and single mom"
-
Marie Thomasson is Interviewed on the Nurses on Fire Podcast: "Conversations with a CFP: An Introduction to Responsible Investing"
-
Marie Thomasson is Quoted on Synchrony's Money Matters: "5 Things You Need to Know About Social Security in These Trying Times"
-
Marie Thomasson is Quoted in US News and World Report: "What the Coronavirus Means for Your Retirement Finances"
Contact Marie Thomasson
Office Locations:
-
3415 S Sepulveda Ave
Unit 1100
Los Angeles, CA 90034 -
3415 S Sepulveda Ave
Unit 1100
Los Angeles, CA 90034 -
3951 Higuera St
Culver City, CA 90232
