Paul S. Thomas, Jr., CLU ^®, ChFC^®, CFP^®

Managing Partner
CA Insurance License No. 0493763

Phone: (949) 223-8201
Fax: (949) 223-8101
E-mail: paul.thomas@tfgroup.com

Paul has been associated with the Tax & Financial Group since 1975. Paul was recruited by Dick McCloskey (CEO) out of Loyola University where Paul earned his Bachelors Degree in Business Administration.

As a financial advisor, Paul specialized in the small and family business markets, assisting clients with their strategy formation in these areas:

·      Financial Planning

·      Comprehensive Estate Planning

·      Succession Planning

o      Intra-Family

o      Non-Family

·      Estate Liquidity Challenges

·      Employee Retention

·      Capital Formation for Retirement/General Purposes

·      Investment Advisory

In 1999, Paul added firm management responsibilities (Branch Compliance Principal & Operations) to his daily agenda. As a Managing Partner, Paul gained highly sensitized empathy for the challenges that only business owners feel. This has enhanced his ability to relate with business owners as they make difficult choices and decisions that impact their business, their family, their employees, and their customers.

In addition to his Bachelors degree, Paul holds the Series 6, 7, 24, 27, 63 and 65 registrations with FINRA. Paul is a registered representative and investment advisor representative of Securian Financial Services, inc.  Paul has earned the CLU and ChFC designations from the American College and his CFP from the College of Financial Planning.

Paul and his spouse, Julie, reside in San Juan Capistrano, California and have three children.