Aaron Martin Thomas & Associates

Our experience in comprehensive and personalized financial advice, including estate planning and asset management strategies, helps LGBT couples make critical decisions. Together, using our exclusive Confident Retirement® approach, we navigate complex issues such as second-parent adoption, weighing the tax implications of marriage, and making the most of workplace benefits and Social Security. We strive to help all our clients gain the financial confidence they need to pursue their passions and live life on their terms — today and in the future.


Advisors

Aaron M Thomas, Private Wealth Advisor serving the Phoenix, AZ area - Ameriprise Advisors

Aaron M Thomas

CFP®, CPA, CRPC®, APMA®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
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Team

Ruthie Goldberg

Ruthie Goldberg

Practice Manager,

Operations Specialist

Qualifications

  • Licensed Series 7, 63, and 66
  • Arizona Life & Health Licensed
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