Ameriprise Financial Services
47yrs
Top advisor by experience in San Jose
26yrs
Christopher Thomas
Full name on record: Christopher John Thomas
Financial advisor at Align Wealth Management
Christopher Thomas is a fiduciary financial advisor in San Jose, California, with 26 years in the industry. Christopher joined Align Wealth Management in 2022, after 13 years at Vantage Wealth Management and nine years at Securian Financial Services. Christopher holds the CFP® designation.
One of 993 advisors with offices in San Jose, and one of 926 fiduciaries.
At a glance
Experience26 years (since 2001)
How that compares ?Top 25% by experience in San Jose
Office1850 Hamilton Ave, San Jose, CA 95125
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$1.69 million
Advisors at the firm2
States licensed ?2 states
Services through Align Wealth Management
Financial planningInvestment management for individuals and small businessesRetirement plan consultingChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- 2022 – nowAlign Wealth Management, LLCCurrent firm
- 2010 – 2022Vantage Wealth Management, LLCPreviously
- 2001 – 2010Securian Financial Services, Inc.Previously
Contact Christopher
(408) 559-7444Align Wealth Management main office 1850 Hamilton AveSan Jose, CA 95125Office · Get directions Firm websitewww.alignwealthmgmt.com
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Questions to ask Christopher
Tailored to Christopher’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Christopher
How do I contact Christopher?
Call Align Wealth Management at (408) 559-7444 and ask for Christopher Thomas. Christopher works from the San Jose, CA office.
How long has Christopher been a financial advisor?
Christopher has been in the industry since 2001, about 26 years. Top 25% by experience in San Jose.
What licenses does Christopher hold?
Series 66. Tap any license on this page to see what it allows.
Is Christopher a fiduciary?
Christopher is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Christopher paid?
Align Wealth Management reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Christopher for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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