Thomas Donnelly
JD, CFP®
Gerber Kawasaki Wealth & Investment Management
Financial Advisor
Thomas Donnelly
JD, CFP®
Gerber Kawasaki Wealth & Investment Management
Financial Advisor
As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Thomas Donnelly, JD, CFP®
Fee-Only financial planner located in Los Angeles, CA, serving clients locally and across the country
Meet Thomas Donnelly
Thomas Donnelly, JD, CFP® is an Investment Advisor Representative with Gerber Kawasaki, where he provides a concierge wealth management experience to a select group of high net worth individuals and families. He has significant experience in advanced tax and estate planning, including charitable giving strategies and sophisticated wealth transfer strategies.
Before joining Gerber Kawasaki, Thomas was Head of Client Solutions at AdvicePeriod. Before that, he operated a boutique financial planning practice specializing in comprehensive financial planning for the LGBT community.
Thomas earned his JD from Saint Louis University School of Law and his Masters in Education from the State University of New York at Buffalo. He lives in West Hollywood with his partner and their two dogs and is a proud member of the Academy of Magical Arts and its clubhouse, the world-famous Magic Castle.
Thomas Donnelly 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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Thomas Donnelly 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 Thomas Donnelly
Office Locations:
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2716 Ocean Park Blvd
Suite 2022
Santa Monica, CA 90405
