About Thelia
As a CPA, Thelia was frustrated watching her clients struggle through financial decisions without coordinated advice. Now she provides service to clients in all aspects of their financial lives. Her focus includes working with successful individuals to find comprehensive solutions to a broad spectrum of advanced financial planning needs and objectives. Planning for retirement, estate and gift tax, income tax, and investments are her specialties.
With her knowledge of donor-advised funds, charitable remainder trusts, charitable lead trusts, and private foundations, she also has unique expertise in helping clients with philanthropic intentions.
Thelia is a native of Northern California where she currently resides.
Education and Professional Milestones
-Pacific Union College – bachelor’s degree in business administration with an emphasis in accounting
- Golden Gate University’s School of Taxation – graduate certificate in estate planning
-Has also held the role of tax manager at a large local public accounting firm
-Past Chair of the Board of Directors for Sonoma County Community Foundation and an alumnus of the Leadership Santa Rosa program
Focus Partners is not engaged in the practice of public accounting and is not registered as a public accounting firm.
As a CPA, Thelia was frustrated watching her clients struggle through financial decisions without coordinated advice. Now she provides service to clients in all aspects of their financial lives. Her focus includes working with successful individuals to find comprehensive solutions to a broad spectrum of advanced financial planning needs and objectives. Planning for retirement, estate and gift tax, income tax, and investments are her specialties.
With her knowledge of donor-advised funds, charitable remainder trusts, charitable lead trusts, and private foundations, she also has unique expertise in helping clients with philanthropic intentions.
Thelia is a native of Northern California where she currently resides.
Education and Professional Milestones
-Pacific Union College – bachelor’s degree in business administration with an emphasis in accounting
- Golden Gate University’s School of Taxation – graduate certificate in estate planning
-Has also held the role of tax manager at a large local public accounting firm
-Past Chair of the Board of Directors for Sonoma County Community Foundation and an alumnus of the Leadership Santa Rosa program
Focus Partners is not engaged in the practice of public accounting and is not registered as a public accounting firm.