About Us

Herb Thomas, CLPF #86

Herb Thomas, CLPF #86, is the owner and primary fiduciary of Herb Thomas and Associates Fiduciary Services. Herb is a graduate of San Francisco State University with a bachelor’s degree in Health Sciences. Herb is a licensed California Fiduciary. Herb has extensive experience serving families throughout California with Special Needs Trusts, public benefits counseling and advocacy, Estate/Trust Administration, and Conservatorships. Additionally Herb is a member of the Professional Fiduciary Association of California, the Financial Planning Association, the American Society on Aging, National Organization of Social Security Claims Representatives and is a board member of Legal Assistance for Seniors, East Bay.

Before starting Herb Thomas and Associates, Herb served as the developer and coordinator of the Kaiser Permanente (KP), East Bay Community Benefits Advocacy program. The goal of this program was to find innovative methods to subsidize KP’s members’ health care costs through the complex maze of public and private benefits (e.g., Medi-Cal, COBRA, HIPPA, etc.).

Additionally, previously to his work in public benefits Herb served seven years as taxpayer delinquency investigator with the Internal Revenue Service. In this position he located taxpayers who had not filed federal income tax returns and assisted them with becoming compliant with federal regulations.