Thai began his financial services career as a broker with Smith Barney. In 1991, he joined their Retirement Planning Group, where he worked for six years. In 1997, Thai was asked to join the Wealth Management Group at Wells Fargo Investments, the predecessor of Wells Fargo Advisors, where he has continued to work for 25 years. Thai earned a bachelor’s degree in Liberal Arts from University of California, Irvine. He has also earned the CERTIFIED FINANCIAL PLANNER© certification from the College for Financial Planning. Additionally, he holds the Chartered Financial Analyst® designation, and holds FINRA securities registrations Series 7, 63, and 65. He is also a former UC Irvine instructor for the CFA® program. Thai enjoys mountain biking in his free time, and lives with his wife and four children in Costa Mesa.