Delaina Thomas
About Delaina Thomas
Delaina Thomas serves as a District Leader at Primerica, where she has worked since 2022. With a background in finance and a Bachelor of Business Administration from Concordia University-Irvine, she specializes in educating California business owners about retirement plan options.
Work at Primerica
Delaina Thomas has been serving as a District Leader at Primerica since 2022. In this role, she focuses on educating California business owners about retirement plan options, particularly in relation to CalSavers. Prior to her current position, she worked as a Senior Financial Services Representative at Primerica from 2018 to 2022. During her tenure, she developed strategies to build lifetime relationships with clients and educate them on fundamental finance concepts.
Education and Expertise
Delaina Thomas earned her Bachelor of Business Administration (B.B.A.) from Concordia University-Irvine, where she studied from 2002 to 2006. Her educational background provides a strong foundation for her expertise in financial services. She specializes in retirement planning and financial education, particularly for business owners and small businesses in California.
Background
Before joining Primerica, Delaina Thomas worked at Capital Group | American Funds for nine years, from 2006 to 2015, as a Client Service Specialist. She then transitioned to the role of HOST Payment Admin Associate from 2015 to 2018. Her extensive experience in client services and administration has contributed to her current focus on providing financial services with minimal to no fees for clients.
Achievements
Throughout her career, Delaina Thomas has focused on building relationships with employees, sole proprietors, and small businesses. She emphasizes financial education and aims to provide accessible financial services through partnerships with leading industry companies. Her work has helped clients navigate their financial options effectively.