Kathleen Faulkner, CDFA, IAR
Kathleen
Faulkner
Financial Specialist
Cameron Park
Financial Specialists
Seth L. Kaplan, CFP®, CDFA®, MAFF®, CPWA®
Seth
L.
Kaplan
Financial Specialist
Sacramento
Shayleen O. Mastagni, CPA/ABV, CFF, CDFA™
Shayleen
O.
Mastagni
Financial Specialist
Sacramento, Placer, Butte, Yolo, Sonoma Counties
Kimberly B Ogden CFP, AIF
Kimberly
B.
Ogden
, CFP, AIF
Financial Specialist
Rocklin
Tony Owings
Tony
Owings
, CFP®, CDFA®
Financial Specialist
Rocklin
Russel L. Phelps, III, MSFP, CFP®, CDFA®, APMA®, AWMA®
Russel
L.
Phelps
, CFP®, CDFA®, APMA®, AWMA℠, MSPFP™
Financial Specialist
Private Wealth Advisor, Certified Divorce Financial Analyst
Financial Specialist
Certified Financial Planner professional
Folsom
Christopher F. Whitaker
Christopher
F.
Whitaker
Financial Specialist
Sacramento