Thomas Donnelly, JD, CFP® is an Investment Advisor Representative with Gerber Kawasaki, where he provides a concierge wealth management experience to a select group of high net worth individuals and families. He has significant experience in advanced tax and estate planning, including charitable giving strategies and sophisticated wealth transfer strategies.
Before joining Gerber Kawasaki, Thomas was Head of Client Solutions at AdvicePeriod. Before that, he operated a boutique financial planning practice specializing in comprehensive financial planning for the LGBT community.
Thomas earned his JD from Saint Louis University School of Law and his Masters in Education from the State University of New York at Buffalo. He lives in West Hollywood with his partner and their two dogs and is a proud member of the Academy of Magical Arts and its clubhouse, the world-famous Magic Castle.