LPL Financial
47yrs
Top advisor by experience in San Diego
6yrs
David Thomas
Financial advisor at David Thomas,cpa,esq.
Based in San Diego, California, David Thomas is a fiduciary financial advisor with 6 years of industry experience. David has been with David Thomas,cpa,esq. since 2026; before that, David spent a year at Gradient Capital Advisors. David Thomas,cpa,esq. offers financial planning and investment management and is paid through a percentage of assets and hourly fees.
One of 3649 advisors with offices in San Diego, and one of 3310 fiduciaries.
At a glance
Experience6 years (since 2020)
How that compares ?6 years in the industry
Office2340 Moore St, San Diego, CA 92110
How the firm is paid ?Percent of assets, Hourly
States licensed ?1 state
Services through David Thomas,cpa,esq.
Financial planningInvestment management for individuals and small businesses
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 65Uniform Investment Adviser Law Examination
Career
- Jan 2026 – nowDavid Thomas,cpa,esq., PCCurrent firm
- Nov 2020 – Aug 2021Gradient Capital Advisors, LLCPreviously
Contact David
(619) 821-7757David Thomas,cpa,esq. main office 2340 Moore StSan Diego, CA 92110Office · Get directions Facebook pageDavid Thomas,cpa,esq.
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Questions to ask David
Tailored to David’s registration and firm.
- What does a financial plan with you include, and how often is it updated?
- 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
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About David
How do I contact David?
Call David Thomas,cpa,esq. at (619) 821-7757 and ask for David Thomas. David works from the San Diego, CA office.
How long has David been a financial advisor?
David has been in the industry since 2020, about 6 years. 6 years in the industry.
What licenses does David hold?
Series 65. Tap any license on this page to see what it allows.
Is David a fiduciary?
David is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is David paid?
David Thomas,cpa,esq. reports being paid by a percentage of the assets they manage, hourly fees. Ask David 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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