Marie Thomasson, CFP® Modern Assets
- Virtual, Culver City, CA 90232
- (424) 278-0732
- znevr@zbqreanffrgfyn.pbz
- http://www.modernassetsla.com/
About Marie Thomasson, CFP®
I’m Marie Thomasson, CFP®. a financial advisor for progressive women like you.
I know you have a lot on your plate. A successful career, an active social life, causes you care about, and dreams for your future.
You also have worries — about how you’ll reach your financial goals, how to make important financial decisions, and whether you’re doing enough to secure a comfortable retirement.
Add in everything going on in the world today, and it’s enough to make you want to move to New Zealand.
Financial Planning & Investment Management that align with your goals AND your values.
Here’s what I offer:
Advice that prioritizes both personal and collective well-being
Confidence that you’re making financial decisions today that will benefit you tomorrow
Clarity about how to make an impact in the world that goes beyond your bank account
Perspective on what’s been holding you back in your life and happiness
Accountability to make sure you’re checking off all the right boxes
Disclosure
The annual XYPN membership fee paid by this firm is in consideration of a variety of services and benefits provided by XYPN to its advisor members - including the ability to be listed in this Directory. For a complete description of current XYPN member benefits, please refer to the Membership Benefits section of this website. For current membership pricing, please refer to the Pricing section.
XYPN, due to the compensation it receives from advisors in the form of the annual membership fee, has an incentive to list only these such advisors in the Directory. This creates a material conflict of interest.
Ideal Clients
- Gen X
- Single Women
- SRI/ESG (Socially Responsible Investing/Environmental, Social and Corporate Governance)
- Women's Finance
Ways Advisor Charges
- Monthly Fee
- Quarterly Fee
- Flat Fee
- Assets Under Management
Fee Options
- Monthly Fee: $415+/mo
- Quarterly Fee: $1250+/qtr
- Flat Fee: $3,000+/engagement
- AUM: 1.00%
SEC Records
Disclosure
The annual XYPN membership fee paid by this firm is in consideration of a variety of services and benefits provided by XYPN to its advisor members - including the ability to be listed in this Directory. For a complete description of current XYPN member benefits, please refer to the Membership Benefits section of this website. For current membership pricing, please refer to the Pricing section.
XYPN, due to the compensation it receives from advisors in the form of the annual membership fee, has an incentive to list only these such advisors in the Directory. This creates a material conflict of interest.
