James F. Thomas, Jr. CFP<sup>&reg;</sup> - Financial Advisor

James F. Thomas, Jr. CFP®

AEP

Chief Planning Officer

Superior Planning, LLC

10085 Carroll Canyon Rd., Suite 150
San Diego, CA 92131
FINANCIAL ADVISOR'S WEBSITE
(858) 546-1046

General

James Thomas is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Superior Planning, LLC in San Diego, CA and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 63

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Chartered Financial Consultant (ChFC®)
  • Other - Accredited Estate Planner

Insurance Licenses

  • Life insurance
  • Health/disability insurance
  • Fixed annuities
  • Variable annuities

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, Banking, Charitable & Planned Giving, Investment Management, Estate Planning, Employee Benefits, Insurance, Retirement, Stocks & Bonds, Long-term Care

More

Helpful Financial Planning Resources