David Thomsen

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David Thomsen, MBA

Other

Contact Information:

SFE Investment Counsel Inc.
801 S. Figueroa Street, Suite 2100
Los Angeles, CA
United States 90017

TEL: (213) 612-0220 *112
MOBILE: (323) 447-1575
FAX: (213) 612-0329

E-mail: dthomsen@sfeic.com
Web: www.sfeic.com

Vcard: import to my address book

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Website: www.sfeic.com

Languages spoken: English
Years in Practice: 20 or more
Populations Served: Children and Adolescents; Older Adults; Couples; Adults; Families

Bio/Background:

David is a member of an Executive Team comprised of CFAs, CPAs, MBAs and legal experts. SFE Investment Counsel Inc. serves two types of clients—individuals and organizations. Our individual clients come from all walks of life, from university professors and architects to doctors and entrepreneurs. We consult on financial planning, on wealth transfer, estate planning, income taxes, retirement planning, education funding and charitable gifting.

SFE also serves businesses, family offices, non-profits and other financial advisory firms. Like individual investors, our organization clients want their assets actively managed. That means they rely on us to select securities to help them achieve their goals.

In both arrangements SFE regularly monitors portfolios and adjusts their composition to reflect clients’ changing needs, market fluctuations, risk tolerance and social impact. We charge a single investment management fee; there are no “add-on” fees for our services.

Facebook https://www.facebook.com/david.thomsen.98

LinkedIn https://www.linkedin.com/in/davidjthomsen/

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