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Melinda Thomas

Managing Director

MEET Melinda

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 TolosaGraduate of Leadership SLO XXIIMember of the San Luis Obispo Chamber of CommerceMember of the Military Parents and Friends of the Central Coast

INDUSTRY INSIGHTS

About World

World Investment Advisors is a leading financial services firm committed to providing real results. Form trusted relationships with experienced professionals who offer a deep bench of comprehensive wealth management solutions.

Wealth Planning & Investment Management

Personalized financial planning, portfolio design, investment strategy, and performance management.

Tax & Estate Planning

Risk management and estate planning to align your wealth with your financial plan, goals and legacy.

Retirement Plan Solutions

Customized retirement plan design, administration, and participant education.

Business Protection & Benefits

Personalized financial planning, portfolio design, investment strategy, and performance management.

Private Client Services

Exclusive strategies for complex financial needs, from multi-generational wealth to charitable foundations.

Let’s talk.

Melinda Thomas

Managing Director