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Thomas T
Series 65
Sonoma, CA
Money Compass Advisors
Thomas Tobias is a financial advisor at Money Compass Advisors in Sonoma, CA, holding a Series 65 designation with 15 years of industry experience. He has worked at firms including Apogee Services Inc, Transamerica Financial Advisors, Inc., World Financial Group, Inc., and Preferred Services before founding Money Compass Advisors in 2020. Money Compass Advisors serves primarily individual clients, as well as trusts, estates, and business entities, managing approximately $7.5 million across eleven client relationships. The firm uses a Sub-Advisor model combined with the Pontera platform to provide discretionary investment management and comprehensive financial planning, focusing on a mix of fundamental, technical, charting, and cyclical investment analysis.
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