Robert Thomas
Financial Advisor, CPA
Empirical Wealth Management in Irvine, CA
Financial planning background rooted in tax planning and compliance for high net worth individuals as well as business owners. As a financial advisor and CPA, Robert is uniquely positioned to create financial plans for clients that encompass tax reduction strategies resulting in clients paying less in taxes over their lifetime.
Experience
11 years
Specialties
Financial Planning
Tax Reduction Strategy
Wealth Advisory
Licenses / Certifications
CPA
Series 65
Education
BA, Accounting | University of Washington
What inspired you to get into this line of work?
The opportunity to make a living doing something I'm deeply passionate about.
What's one piece of insight you wish all families knew?
Financial and tax planning opportunities suitable for all types of people exist. Failure to plan is a missed opportunity, and successful planning can have life changing impact.
What excites you most about working with Addio families?
Adding value in a way that enhances peoples quality of life.
Schedule a free consultation
Connect with Robert Thomas and get answers to all your planning questions.