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James F. Thomas, Jr., CFP®, CLU

Superior Planning, Inc

4275 Executive Sq
Ste 990
La Jolla, CA 92037-9208
Phone: (858) 546-1046
Fax: (858) 546-8334

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Household Income Minimum: $0
Investable Asset Minimum: $0

Specialties
  • Budget & Debt Management
  • Comprehensive Financial Planning
  • Attending College
  • Banking
  • Charitable & Planned Giving
  • Investment Management
  • Estate Planning
  • Employee Benefits
  • Insurance
  • Retirement
  • Stocks & Bonds
  • Long-term Care

 

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