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Qualifications of Financial Advisor in Sacramento

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Financial Advisors in Sacramento, California
Financial Advisor Office Location Phone Number
Garrett Morgan,
Fountainhead Wealth Management		 1451 River Park Drive,
Sacramento, CA  95815 		(916) 431-0294
Jim Dillon,
Dillon Financial Services		 9700 Business Park Drive,
Sacramento, CA  95827 		(916) 380-3164
Jennifer Staben,
Financial Engines Advisors, LLC		 9245 Laguna Springs Drive Suite 200,
Elk Grove, CA  95758
1112 Galleria Boulevard Suite 160,
Roseville, CA  95678 		(916) 780-5353
Mallory Dinis,
Financial Engines Advisors, LLC		 4301 Hacienda Drive, Suite 100,
Pleasanton, CA  94588 		(925) 227-0555
Ken Sakamoto,
Financial Engines Advisors, LLC		 4040 Civic Center Drive,
San Rafael, CA  94903 		(925) 227-0555
Pete Woodring,
Cypress Partners		 23 Ross Common 4B,
Ross, CA  94957 		(415) 530-3995

Information on Qualified Financial Advisors in Sacramento

Inquire with
Garrett→

Qualifications CRD# 2844791
Series 7, 31, 63, 66

Compensation/Fee I am a fee-based financial professional, Based on Assets, Commissions, Flat Fee, Hourly, Subscriptions

Office Location 1451 River Park Drive,
Suite 142,
Sacramento,
CA  95815 Phone Number (916) 4310294

Garrett Morgan has been in the financial services industry since 1996 and is a CERTIFIED FINANCIAL PLANNER. Prior to founding Fountainhead Wealth in 2005, Garrett worked as a financial advisor for a large multi-national corporation, focusing on financial and investment management for members of CalPERS and employees of the US Government. Mr. Morgan has a love for the Financial Planning profession and founded Fountainhead Wealth with the express purpose of changing the way financial advice is delivered in the US. He speaks regularly on topics related to money and success. Mr. Morgan earned his certificate in Financial Planning from Boston University.

About Fountainhead Wealth Management

Fountainhead Wealth is the trusted source for financial services because we go beyond the numbers on the page. We are intensely focused on our clients' success and understanding what they want to accomplish with their business and personal investments. Our team of professionals connects the dots between what you want to accomplish and the steps you need to take to get there. If your financial plan is not aligned with your vision for your life the way you would like it to be, maybe we should talk.

View Garrett's Complete Advisor Profile
Inquire with
Jim→

Qualifications CRD# 5161877
FirmCRD# 7717
Series 6, 7, 26, 63, 65

Compensation/Fee I am a Fee-Based financial professional, Based on Assets, Commissions, Flat Fee

Office Location 9700 Business Park Drive,
Suite 204,
Sacramento,
CA  95827 Phone Number (916) 3803164

Jim Dillon has been in private practice in the financial services industry since 2007. A CFP® and Chartered Financial Consultant®. Jim assists clients with both their business and their personal investment and insurance related needs.

About Dillon Financial Services

Jim Dillon, CFP®, ChFC®, and owner of Dillon Financial Services, has been in business as an independent financial advisor since 2007. Jim offers his clients comprehensive financial planning services, retirement planning, and investment portfolio management. Jim also works with business entities that sponsor qualified company retirement plans. Many times these types of clients are unaware of the excessive costs their plans are paying and the liability the sponsors are personally exposed to. Jim Dillon is a registered representative offering securities and advisory services through Independent Financial Group, LLC (IFG), a registered broker-dealer and investment advisor. Member FINRA/SIPC. Dillon Financial Services and IFG are not affiliated. Registrations Include: Series 6, Series 7, Series 63, Series 65. California Insurance License: 0F21878 Licensed to sell securities in CA Information provided is from sources believed to be reliable, however, we cannot guarantee or represent that it is accurate or complete. Because situations vary, any information provided on this site is not intended to indicate suitability for any particular investor. Hyperlinks are provided as a courtesy. When you link to a third party website, you are leaving our site and assume total responsibility for your use at these sites.

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Jennifer→

Qualifications CRD# 5862463
FirmCRD# 104510
Series 6, 7, 63, 66

Compensation/Fee I am a Fee-Based financial professional

Office Location 9245 Laguna Springs Drive Suite 200,
Elk Grove,
CA  95758 Phone Number (916) 7805353

Office Location 1112 Galleria Boulevard Suite 160,
Roseville,CA  95678

Joined Financial Engines in 2018. Began her career in the financial services industry in 2011. Successfully completed the Series 6, 7, 63, and 66 examination(s) administered by FINRA. Earned Bachelors of Science and Business Management from Western Governors University. Jennifer has two children: Makenzee and Andrew and a granddaughter: Lilly. She enjoys reading, writing and singing.

About Financial Engines Advisors, LLC

Financial Engines is America's largest investment advisor1. We help people achieve greater financial clarity by providing professional investment management, comprehensive financial planning and advice for everyday Americans. Financial Engines was co-founded in 1996 by a Nobel Prize- winning economist and we currently offer financial help to millions of people. Our unique approach, combined with powerful online services, dedicated advisors and personal attention both in and outside of the workplace, promotes greater financial wellness and helps more Americans get on track to meet their financial goals. 1For independence methodology and ranking, see InvestmentNews RIA Data Center. (http://data.investmentnews.com/ria).

View Jennifer's Complete Advisor Profile
Inquire with
Mallory→

Qualifications CRD# 5823103
FirmCRD# 104510
Series 6, 63, 65

Compensation/Fee I am a Fee-Based financial professional

Office Location 4301 Hacienda Drive, Suite 100,
Pleasanton,
CA  94588 Phone Number (925) 2270555

Mallory Dinis has been selected as a Smartvestor Pro because of her commitment to helping individuals achieve their long-term investing goals. Joined Financial Engines in 2011. Began her career in the financial services industry in 2010. Successfully completed the Series 6, 63, and 65 examination(s) administered by FINRA. Earned the Chartered Retirement Planning CounselorSM (CRPC®) certification(s). Bachelor's degree in Business Administration from California Polytechnic State University, San Luis Obispo. Mallory enjoys staying active outdoors with her husband and their Labrador Retriever.

About Financial Engines Advisors, LLC

Financial Engines is America's largest investment advisor1. We help people achieve greater financial clarity by providing professional investment management, comprehensive financial planning and advice for everyday Americans. Financial Engines was co-founded in 1996 by a Nobel Prize- winning economist and we currently offer financial help to millions of people. Our unique approach, combined with powerful online services, dedicated advisors and personal attention both in and outside of the workplace, promotes greater financial wellness and helps more Americans get on track to meet their financial goals. 1For independence methodology and ranking, see InvestmentNews RIA Data Center. (http://data.investmentnews.com/ria).

View Mallory's Complete Advisor Profile
Inquire with
Ken→

Qualifications CRD# 1095790
FirmCRD# 104510
Series 6, 7, 63, 65

Compensation/Fee I am a Fee-Based financial professional

Office Location 4040 Civic Center Drive,
Suite 200,
San Rafael,
CA  94903 Phone Number (925) 2270555

Joined Financial Engines in 2013. Began his career in the financial services industry in 1979. Successfully completed the Series 7, 6, 63 and 65 examination(s) administered by FINRA. Earned the Chartered Retirement Planning CounselorSM (CRPC®) certification(s). Grew up in Hawaii and has Associate Degree from the University of Hawaii, LCC. Married to Jaclynn and they have a daughter, Erika age 15. Enjoys keeping fit by working out, watching sports, and going on vacations to Hawaii.

About Financial Engines Advisors, LLC

Financial Engines is America's largest investment advisor1. We help people achieve greater financial clarity by providing professional investment management, comprehensive financial planning and advice for everyday Americans. Financial Engines was co-founded in 1996 by a Nobel Prize- winning economist and we currently offer financial help to millions of people. Our unique approach, combined with powerful online services, dedicated advisors and personal attention both in and outside of the workplace, promotes greater financial wellness and helps more Americans get on track to meet their financial goals. 1For independence methodology and ranking, see InvestmentNews RIA Data Center. (http://data.investmentnews.com/ria).

View Ken's Complete Advisor Profile
Inquire with
Pete→

Qualifications CRD# 424062B
FirmCRD# 148070
Series 65

Compensation/Fee I am a Fee-Only financial professional, Based on Assets

Office Location 23 Ross Common 4B,
PO Box 1428,
Ross,
CA  94957 Phone Number (415) 5303995

Peter co-founded Cypress Partners because he knew there was a better way to help people make successful wealth management decisions. During his tenure with U.S. Trust company, he was exposed to product-driven sales approaches and valuable client-centric services. Inspired by the latter, he was set on building a new kind of organization, one devoted to client advocacy, and to comprehensive wealth planning. Peter takes great pride in offering objective and transparent solutions to individuals and families that need collaborative planning in managing the complexities of generational family wealth. Peter works closely with clients to coordinate all aspect of their financial strategy by acting as their family CFO. His goal is to give clients the comfort of knowing that the financial aspects of their lives are diligently managed by estate attorneys, CPAs, insurance specialists and other experts they can trust. Born into the business, Peter benefits from a lifetime of wealth planning knowledge learned from his father and co-founder,Doug Woodring, who has been consulting with successful families in the San Francisco Bay area for several decades. Working together, they bring multi-generational expertiseto their clients. As a successful entrepreneur, investor and relationship manager, Peter brings valuable insight and resources to a wide range of clients who appreciate the personal attention and the collaboration of planning professionals that the firm offers.

About Cypress Partners

Cypress Partners was founded to help you protect, grow and optimize what's most important to you. Our relationship is a partnership, and it's guided by your participation in our comprehensive planning process. It begins with a conversation about your dreams, objectives, values, concerns and personal and professional relationships. Gaining a thorough understanding of your life allows us to formulate not only a specific plan, but also a team of independent, expert advisors to achieve your goals. Our expertise is financial planning and portfolio construction and management, as well as acting as the conduit between you and your advisory team. Your team will generally include an estate, tax and insurance planner who we collaborate with to optimize your wealth and efficiently achieve your goals. Our 401(k) Consulting group is dedicated to improving retirement outcomes and reducing plan sponsor liability. We help our plan sponsor clients run their 401(k) plans for the benefit of their employees. We focus on transparency, reducing plan fees, prudent approach to investing, comprehensive retirement and income for life planning and a diligent fiduciary process. We are a father and son partnership with institutional power and a boutique client experience. Our business depends on the satisfaction of our clients, and personalized service tailored to meet your needs is our passion. Our planning process is dynamic, and we constantly monitor your progress and make necessary changes as life unfolds. We value honesty, transparency, hard work, family, friends, community, the environment and healthy lifestyles. Our typical client shares similar values.

View Pete's Complete Advisor Profile
List of Additional Financial Advisors in or around Sacramento, California
Greg S. Porter, CFP Folsom, CA
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