Christie Thomas

Christie Thomas is a Financial Advisor at Heffernan Financial. Christie focuses on designing customized investment and financial plans that guide clients toward their short- and long-term financial goals. With an emphasis on both financial and retirement planning, she ensures her clients have a comprehensive strategy in place to support their lifestyle and pursue their goals.

Christie received her Bachelor of Science degree in Business Administration with a concentration in Finance from Marist College. She holds a Series 7 securities registration with Gĕneos Wealth Management, Inc. and Series 66 registration with Gĕneos Wealth Management, Inc. and Heffernan Advisory, Inc., as well as her California Life and Health Insurance Licenses.

During Christie’s career, she has held positions at J.P. Morgan Chase & Co. and DoorDash, Inc.
Christie lives in San Francisco and enjoys biking, golfing, traveling, and spending time with friends and family.