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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

Fresno

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

William E.  Griffith, CLU®, ChFC®, AEP®, RICP®, AIF®
Lisa Hennesay, RICP®, AIF®
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

Matthew J. Neff,, AIF®
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

Grace Romasanta, LUTCF®
Santa Rosa

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

Sonoma

19401 Sleepy Hollow Ct.
Sonoma, CA 95476
United States

Truckee

11327 Huntsman Leap
Truckee, CA 96161
United States

Tulare

200 North M. Street
Tulare, CA 93274
United States

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®

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