Marie Thomasson (CFP®)

Marie Thomasson focuses in the
following client markets or areas of practice:

  • Financial Psychology/Coaching
  • Socially Responsible Investments
  • Women's Financial Planning Issues

Planning Specialties

We specialize in working with women and families who are:

  • Adjusting to big life changes like parenthood, death, and divorce
  • Concerned about aligning their money with their values
  • Single parents or blended families
  • Managing an inheritance or other windfall of money
  • Retired baby boomers or soon-to-be retirees who want to be ready for this next chapter

What Family Means To Us
At Modern Assets, we think of family as your “chosen circle” or your “tribe”. Family is who we love, and who loves us. Families change, because everything is changing, all the time.

How We Work
We believe that people come before portfolios, and that guides our philosophy of a people-first process. Your story is unique. Whether we need thirty minutes or three hours, we take the time necessary to understand you, so that we can act as a fiduciary and trusted ally. We cultivate long-term, real relationships where our opinion and advice is valuable, timely, and meaningful to you.

Schedule a complimentary call today!

Additional Information

I’m a single parent. I’m driven by my desire to do the work I love, while creating space for family and community. It’s not an easy balance. I’ve been doing it for a long time, and I love to help women and the people they call family create a better life and find the same fulfillment. We all need allies.

I grew up putting my pennies in a piggy bank, and my mom would say it’s in my blood. If that’s not qualification enough, my undergraduate education from UCLA in Applied Mathematics taught me to think creatively to solve tricky problems with a concrete basis in factual information, skills I carry into my work with clients. With over 13 years of experience in institutional asset management, financial planning, and investor education, and overseeing over six billion dollars for pension funds, institutions, and banks, I set out to create a career and life that brought together everything that was important to me. 

When I’m not crafting a financial plan, I’m perfecting my Dungeons & Dragons persona with my two favorite rogues and dungeon master.

Schedule a complimentary call today.

NAPFA Start Date

January 12, 2017


This Office

3951 Higuera St Culver City, CA 90232 Phone: (424) 278-0732