Thane holds over 20 years of experience in the financial planning industry. He worked with Cal Fed Investments and WM Financial Services before establishing McCready Financial Group in 2005, later forming Cobalt Unlimited in 2016. He has taught classes at Golden West College preparing seniors for their transition into retirement.
Thane is qualified to guide his clients in their pursuit of financial independence. He earned a bachelor’s degree in finance from Cal State Long Beach and earned his CFP® certification from The College of Financial Planning. As a Certified Financial Planner (CFP), you can be sure that Thane will provide expert and professional planning services. To earn the CFP® designation, he had to complete an approved educational program, pass a rigorous examination and meet stringent experience requirements. Thane also adheres to a professional Code of Ethics and he fulfills annual continuing education requirements to remain aware of current planning strategies and financial trends.
Thane holds FINRA Series 7, Series 24 and Series 63 registrations through LPL Financial and his Series 65 through Perennial Investment Advisors, LLC . He also holds a California Life and Disability Insurance License.
Thane and his wife Melanie have four children. He has served as the Sponsored Youth Chairman in the Kiwanis Club of Fountain Valley. He enjoys attending live concerts and Angel's baseball games.