Financial Professionals

Steven J. Rutlen CPA CDFA®

Offices in Folsom, Roseville & Sacramento

95630-1888

Russel Phelps MSFPF, CFP, CDFA

September 16, 2019 By collaborative staff - s.h.

Russel

Phelps III

1130 Iron Point Rd

Suite 150

Folsom

95630

Lynne Verdone

June 12, 2019 By collaborative staff - s.h.

Lynne

Verdone

601 University Ave.

Suite 104

Sacramento

95825

Stephanie Maloney

April 26, 2021 By collaborative staff - s.h.

Stephanie

Maloney

8055 West Manchester Avenue #201

Playa del Rey

90293

Gary LaMusga

June 12, 2019 By collaborative staff - s.h.

Gary

LaMusga

, CDFA®

2815 Mitchell Drive

#105

Walnut Creek

94598

Judith F. Sterling

May 1, 2019 By collaborative staff - s.h.

Judith

Sterling

, CDFA®, CPA

5418 Diane Way

Santa Rosa

95409

Anna Addleman

June 15, 2020 By collaborative staff - s.h.

Anna

Addleman

, CPA, CDFA®

600 B Street

Suite 2040

San Diego

92101

600 B Street

Suite 2040

San Diego

92101

Amy Clews

June 15, 2020 By collaborative staff - s.h.

Amy

Clews

, CPA, CDFA®

895 Dove Street

Suite 300

Newport Beach

92660

Warren Sacks

April 27, 2019 By collaborative staff - s.h.

Warren

Sacks

, CPA

15460 Ventura Blvd.

3rd Floor

Sherman Oaks

91403

2200 Pacific Coast Highway

Suite 312

Hermosa Beach

90254

David Droppo

October 27, 2020 By collaborative staff - s.h.

David

Droppo

1655 N Main St.

Ste 230

Walnut Creek

94596

Robert Watts

July 15, 2020 By collaborative staff - s.h.

Robert

Watts

, CPA

1888 Century Park East

Suite 900

Los Angeles

90067

Dawn Strachan

January 7, 2019 By collaborative staff - s.h.

Dawn

Strachan

, RICP®, CDFA®

2780 Skypark Drive

Suite 206

Torrance

90505

Monica Hensley

April 27, 2019 By collaborative staff - s.h.

Monica

Hensley

7161 N Millbrook Ave

Suite 103

Fresno

93720

Constance Walsh

June 14, 2019 By collaborative staff - s.h.

Constance

Walsh

11622 El Camino Real

Suite 100

San Diego

92130

Ron Anfuso

September 16, 2020 By collaborative staff - s.h.

Ron

Anfuso

, CPA, ABV, CFF CDFA®

28441 Highridge Rd

Ste 110

Rolling Hills Estates

90274

Karlyn Henry, CFP®, CDFA®

April 7, 2021 By collaborative staff - s.h.

Karlyn

Henry

1313 Laurel Street

Suite 109

San Carlos

94070

Kelley Christensen

June 7, 2021 By collaborative staff - s.h.

Kelley

Christensen

11548 Fair Oaks Blvd

Fair Oaks

95628

Cinda Jones

April 23, 2020 By collaborative staff - s.h.

Cinda

Jones

7676 Hazard Center Drive

Suite 500

San Diego

92108

11622 El Camino Real

Suite 100

Del Mar

92130

Jennifer Napper

May 5, 2020 By collaborative staff - s.h.

Jennifer

Napper

, CFP®, CDFA®, MBA

2999 Oak Rd.

Suite 1030

Walnut Creek

94597

Cathleen Collinsworth

July 19, 2019 By collaborative staff - s.h.

Cathleen

Collinsworth

, CDFA®

4000 Barranca Parkway

Ste 250

Irvine

92604

Ronald Sanchez

July 13, 2020 By collaborative staff - s.h.

Ron

Sanchez

7011 Koll Center Parkway #260

Pleasanton

94566

Mark Hill

April 4, 2019 By Taylor Spencer

Mark

Hill

11512 El Camino Real

Suite 350

San Diego

92130

John D. “JD” Heberger

August 20, 2019 By collaborative staff - s.h.

John D. "JD"

Heberger

, CPA

5090 N. Fruit Avenue

Suite 102

Fresno

93711

Kathleen Faulkner

May 8, 2019 By Ann Buscho, Ph.D.

Kathleen

Faulkner

, CDFA®

4120 Cameron Park

Suite 403

Cameron Park

95682

Cathy Daigle

August 5, 2019 By collaborative staff - s.h.

Cathy

Daigle

Los Gatos

95031

Mark Phillips

August 25, 2020 By collaborative staff - s.h.

Mark

Phillips

, MBA, CFP®

19712 MacArthur Blvd.

Suite 225

Irvine

92612

Pam Flournoy

May 30, 2019 By collaborative staff - s.h.

Pam

Flournoy

1165 Lincoln Ave

Ste 330

San Jose

95125-3046

Kristine Rushing

September 2, 2020 By collaborative staff - s.h.

Kristine

Rushing

, CFP®, CDFA®, MBA

600 Anton Blvd.

11 Floor

Costa Mesa

92626

Don Blythe

January 7, 2019 By collaborative staff - s.h.

Don

Blythe

, CPA, CDFA®, MBA

1314 E 7th Street

Benicia

94510

Beth McClelland

January 7, 2019 By Beth McClelland, MBA, CFP®, CDFA®

Beth

McClelland

, MBA, CFP®, CDFA®

1990 North California Blvd #600

Walnut Creek

94596

Tony Owings

July 31, 2020 By collaborative staff - s.h.

Tony

Owings

4240 Rocklin Road #6

Rocklin

95677