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David T
Series 65
San Diego, CA
David Thomas,Cpa,Esq., Pc
David Thomas is the sole advisor at David Thomas, CPA, Esq., PC in San Diego, CA, with one year of industry experience. He holds a Series 65 designation and has previous experience at Gradient Capital Advisors, LLC and as a sole proprietor running a tax and estate planning practice. Outside of advisory work, he operates a small tax and estate planning business with a few employees. David Thomas, CPA, Esq., PC provides discretionary and non-discretionary asset management and financial planning services to individuals and high-net-worth clients. The firm combines investment advisory with affiliated tax, legal, and accounting services.
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