Leeds, UT

As a CERTIFIED FINANCIAL PLANNERTM Professional and seasoned entrepreneur, Melinda brings over 30 years of Financial Services knowledge to the Pensionmark Team and her clientele. As a 401k Advisor Melinda brings her expertise not only to Plan Sponsors as a Co-Fiduciary on the Investments in their plans but also as an advisor to their employees. The combination of One-on-One Meetings, Monthly Newsletters and Webinars provide employees with the knowledge they need to make informed decisions about their Retirement Assets. Melinda graduated from California State University-Northridge with a B.S. degree in Business-Marketing, and completed her post graduate work in Financial and Estate Planning.

Her Certifications include:

CFP(CERTIFEID FINANCIAL PLANNER Professional)

CPFA (Certified Plan Fiduciary Advisor)

ChFC (Chartered Financial Consultant)

LUTCF (Life Underwriter Training Council Fellow)

Melinda Thomas is both an Investment Advisory Representative (Series 65) and a Registered Representative holding her Series 7, 8, and 63 securities registrations.

Community Service has always been important to Melinda including:

Past President of the Rotary Club of San Luis Obispo de Tolosa

Graduate of Leadership SLO XXII

Member of the San Luis Obispo Chamber of Commerce

Member of the Military Parents and Friends of the Central Coast