Beverly Brautigam, CPA
Beverly
Brautigam
Financial Specialist
Elk Grove
Financial Specialists
Kathleen Faulkner, CDFA, IAR
Kathleen
Faulkner
Financial Specialist
Cameron Park
Judy Ho
Judy
Ho
, CFP®, CDFA®
Financial Specialist
Folsom
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
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, MSFPF
Financial Specialist
Private Wealth Advisor, Certified Divorce Financial Analyst
Financial Specialist
Certified Financial Planner professional
Folsom
Steven J. Rutlen
Steven
J.
Rutlen
Financial Specialist
Lynne Verdone, CFP ,CDFA
Lynne
Verdone
Financial Specialist
Financial Mediator--Co- Mediator in Family Law
Sacramento
Christopher F. Whitaker
Christopher
F.
Whitaker
Financial Specialist
Sacramento