Stephen R. Thomas, MS, CFP®, is a Principal and Co-founder of Financial Pointe. Steve graduated from the University of California, Santa Cruz (UCSC) with a degree in Chemistry in 1997. He earned the Certified Financial Planner certification in 2009 after completing the professional education program through the Certified Financial Planner Board of Standards, Inc. He also received a Master of Science degree in Financial Planning from the College of Financial Planning in 2013.Steve has worked exclusively in the area of financial planning since 1997. He serves a great variety of individuals and businesses from throughout Southern California, including but not limited to: Physicians, Executives, CPA’s, Attorneys, Widows, Divorcees, Mature Families, and Business Owners.
Steve is a sports enthusiast, but would rather play sports than watch them. He has used his passion for sports, particularly soccer, to help neglected children, living in Camarillo California based Casa Pacifica, learn and enjoy the game of soccer.
Steve and his wife, Mandy, are high school sweethearts and have three children, Matty, Brooke, and Renden.