Lowery Thomas, LLC Employee Directory

Q: What is Lowery Thomas, LLC known for?

Lowery Thomas, LLC was founded in 1999. Lowery Thomas, LLC operates in the Investment Management industry.

Q: How many employees does Lowery Thomas, LLC have currently?

Lowery Thomas, LLC has approximately 5 employees.

Investment ManagementCalifornia, United States2-10 Employees

PASSION DRIVES SUCCESS

In 1999, we set out to be the best financial advisors possible.  This passion has always been the driving force behind everything we do.  Lowery Thomas is our life’s work.   We look forward to you joining us on this journey to the future where important decisions, obstacles and opportunities await.  

Thank you for taking the time to learn more about us, our firm, our philosophy and our passion.  We hope you see the enthusiasm in each of us and the genuine interest we have in our clients.  We value the chance to hear your life’s story, your interests and the goals that you pursue.  The relationships with our clients are the most important aspect of our business.

Our firm’s success is dependent upon our ability to meet our clients' expectations.  We strive for excellence, both in service and portfolio performance.  Our clients value our integrity, trust, discipline, innovation and the ability to provide solutions for your financial situation.

Our Expertise:

CPAs, Certified Financial Planners, Registered Investment Advisors under One Roof

Lowery Thomas has three Registered Investment Advisors including two CPAs and one Certified Financial Planner with a Masters in Taxation as principals of the firm.  With our firm wide expertise, the investment and financial planning process is more efficient and effective which results in better advice.

Find Lowery Thomas, LLC employees' phone numbers or email addresses

Lowery Thomas, LLC Global Highlights

North America
7

United States Of America
7

Lowery Thomas, LLC's Leadership

K. C.
Founder And Director Of Planning
Mobile Phone
Email
K. C.
Executive Director & Co-Owner
Mobile Phone
Email
M. C.
Principal
Mobile Phone
Email

Contact profiles from Lowery Thomas, LLC

Name

Title

Contact Info

Location

Last Update

K. C.
Founder And Director Of Planning
Mobile Phone
Email
UNITED STATES
Jun 23, 2025
K. C.
Executive Director & Co-Owner
Mobile Phone
Email
Oct 17, 2024
M. C.
Principal
Mobile Phone
Email
Oct 22, 2024

Frequently Asked Questions

What is Lowery Thomas, LLC known for?

Lowery Thomas, LLC was founded in 1999 operates in the Investment Management industry; you can contact the main corporate office by phone at

+1-925-284-****

. Explore Lowery Thomas, LLC's company overview page for more information.

What is Lowery Thomas, LLC's most common email format?

Lowery Thomas, LLC employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Lowery Thomas, LLC email formats with LeadIQ.

How many employees does Lowery Thomas, LLC have currently?

Lowery Thomas, LLC has approximately 5 employees as of December 2025. These team members are located across 1 continents, including North America.

Who are Lowery Thomas, LLC's key employees and leadership?

As of December 2025, Lowery Thomas, LLC's key employees include:

Founder And Director Of Planning: K. C.
Executive Director & Co-Owner: K. C.
Principal: M. C.

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