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David Thomas

Phone (310) 462-8497

David Thomas
11700 Gloria CT
Lakewood, CA 90715

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David Thomas


Director Consultant

My BusinessI provide, Income & Asset protection. I help identify financial goals for retirement savings, then develop effective strategies to meet those goals. I work with a number of providers that allow for flexibility and personalized plan development. My clients have the power of choice, and enjoy updated protection products that emphasize income protection, and back up money in the event of illness.

Ideal Referral25-30 year old Business owner or professional in need of protection and retirement savings.

Top ProductMulti featured Life Insurance Product that provides income protection from critical illness, and retirement savings.

Top Problem SolvedCash accumulation that is protected from market instability, and growth outpacing inflation

My Favorite BNI StoryA Financial Advisor who went 18 months without receiving a referral, received his first referral of 1.5 million dollars of management business. the referrals thereafter came at a pace that he was able to share work with other advisors in his office.

My Ideal Referral Partnerprofessionals who have inherent trust to look at the finances of others. Tax Professional, Estate Attorney, CPA, Real Estate Professional.