Overview

We are an independent firm located in the Rocklin area. Our practice has been in place for roughly 35 years with a transition from father to daughter over the past 14 years. We are highly focused on holistic financial planning and feel it is the backbone of helping guide clients through their lives, both financially and personally. We are looking to continue to grow the business, both organically through referrals, as well as through a possible merge/ purchase of other practices. The bulk of our practice is managed money, with some annuity and direct mutual fund business. Our broker dealer is Cetera Advisor Networks.

Market
Advisor/RIA
Last Activity
this week

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