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The BAM ALLIANCE


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       Delivering on the Promise 
     of True Wealth Management 



     

Portfolio Review

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    Questions about your portfolio
    or seeking a second opinion?

    Contact us via our contact form 
    or call 866.545.8816
    (new clients only).
     

    All other inquiries,
    call 800.711.2027.

     

Thelia Eagan, CPA/PFS Print E-mail
Thelia Eagan, CPA/PFS is a principal of Buckingham Asset Management, LLC, an independent member of the BAM ALLIANCE. Drawing from 20 years of experience as a tax and financial advisor, Thelia’s focus includes finding comprehensive solutions to advanced planning objectives for retirement, estate taxes, gift taxes, income taxes, philanthropic intentions and investments.
 
Thelia holds a bachelor’s degree in business administration with an emphasis in accounting from Pacific Union College in Angwin, Calif. She also has a graduate certificate in estate planning from Golden Gate University’s School of Taxation, and she holds the Personal Financial Specialist designation from the American Institute of Certified Public Accountants.