51³Ô¹ÏºÚÁÏ

About Us Our Company Worldwide locations Regional locations 51³Ô¹ÏºÚÁÏ Â® Financial Network of Northern & Central California Northern & Central California locations & financial professionals

Northern & Central California locations & financial professionals

California offices
Alameda

1070 Marina Village Pkwy
#101B
Alameda, CA 94501
United States

Bakersfield

4900 California Avenue
Suite 120B
Bakersfield, CA 93309
United States

Carmel

100 Clock Tower Place, Building D
Suite H
Carmel, CA 93923
United States

Jeremy Connally, CFP®, ChFC®
Elk Grove

9245 Laguna Springs Drive
Suite 100
Elk Grove, CA 95758
United States

Frank D. Juliano, ChFC®
Miguel Lopez, LUTCF®
Marco Rodriguez, LUTCF®
Fresno

1010 W Alluvial Avenue
Suite 111
Fresno, CA 93711
United States

Rob Cozzi, Jr., CLF®, RICP®
William E.  Griffith, CLU®, ChFC®, AEP®, RICP®, AIF®
Lisa Hennesay, RICP®, AIF®
Tony Palermo, LUTCF®
Kevin Sullivan, MBA, CFP®, CLU®, RICP®
Rodney Thornton, CLU®, ChFC®, RICP®, AEP®, AIF®
Modesto

301 Banner Court
Suite 1
Modesto, CA 95356
United States

James Barton, LUTCF®
Angelo Giannosa, CLU®, ChFC®, AIF®, CLF®
Vicky Johnson, CFP®, AIF®
Mark Kleiderlein, CFP®, CFS®, AIF®
Roseville

1478 Stone Point Drive
Suite 390
Roseville, CA 95661
United States

Robert A. Jenkins, III, AIF®
Matthew J. Neff,, AIF®
Jon Roth, CFP®, RICP®
Mark Sanders, CLU®, ChFC®, RFC
Sacramento

910 Florin Road
Suite 203
Sacramento, CA 95831
United States

San Jose (NCC)

101 Metro Drive
Suite 375
San Jose, CA 95110
United States

Daniel Robinson, CFP®
Grace Romasanta, LUTCF®
Rick Utermoehlen, CLU®
Santa Rosa

445 Orchard St.
#103
Santa Rosa, CA 95404
United States

Sonoma

19401 Sleepy Hollow Ct.
Sonoma, CA 95476
United States

Howard Gorbach, LUTCF®
Truckee

11327 Huntsman Leap
Truckee, CA 96161
United States

Tulare

200 North M. Street
Tulare, CA 93274
United States

Igor Ferreira, CFP®, RICP®
Bryce Harris, CFP®, CFS®, AIF®
Craig Vejvoda, CFP®, CLU®, ChFC®, MSFS, RICP®
Visalia

134 N Akers Street
Visalia, CA 93291
United States

Walnut Creek

500 Ygnacio Valley Road
Suite 270B
Walnut Creek, CA 94596
United States

Steven J. Cannatella, LUTCF®, FSS
Michael Gold, CLU®, ChFC®, RICP®

Get to know us

We'd like to get to know you and share how we can work together to help solve problems and make a difference. 

Interested in working with us?

We work with both new and experienced financial professionals. Reach out if you're interested in partnering with us, and a member of our leadership team will be in contact shortly.

connect with us

Research our firm with .