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.

     

Brent Thomas, CFP Print E-mail
Brent Thomas, CFP® is a principal of Buckingham Asset Management, LLC, a Registered Investment Advisor firm in St. Louis. He is also a principal of BAM Advisor Services, LLC, a comprehensive service provider to independent Registered Investment Advisor firms across the country. 
 
Brent is a wealth advisor with Wealth Management Consultants in Santa Rosa, Calif. Specializing in investment management and personal financial planning, Brent has nearly 20 years of experience in helping investors.
 
Brent holds a bachelor’s degree in management with a concentration in finance from Sonoma State University in Rohnert Park, Calif. He also earned the CERTIFIED FINANCIAL PLANNERTM designation.


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