Thornton Phister

About Thornton Phister

With more than 15 years of wealth management experience, Thornton Phister serves high-net-worth families by helping them navigate the complexities of growing, preserving, and transferring wealth. His clientele includes business owners, executives, and professional athletes, among others.Thornton works closely with specialists across the organization to deliver tailored solutions that address each client’s unique banking and wealth management needs. By collaborating with seasoned advisors, he ensures a deep understanding of both current priorities and long-term goals. Together, they craft comprehensive strategies that encompass investment management, financial planning, insurance, and advisory services.Thornton is a Certified Wealth Strategist® (CWS®), a designation awarded by Cannon Financial Institute to financial professionals who complete a rigorous program focused on the key wealth management issues facing clients today. This certification reflects his commitment to delivering client-centric advice and his ability to communicate complex financial strategies in a clear, actionable way. His primary goal is to effectively partner with clients to successfully achieve their aspirations by dealing with the entwined life and financial issues that occur throughout their life journey. Thornton is also an active contributor to thought leadership in the private banking and wealth management space, regularly engaging with industry peers and participating in forums focused on financial innovation, client experience, and strategic planning.

Experience

1. Senior Private Banker

   California Bank & Trust

   Feb 2019 — Present · Irvine, CA, US

   Nmls id # 499681