Find Top Financial Advisors in Sonoma, California

John Cordeiro is the CEO/President of Vintage Wealth Advisors where he provides clients with invaluable financial guidance as a wealth advisor. He has over 20 years of experience working with individuals, families and small to mid-sized companies in the Napa Valley. John considers himself a life advisor who specializes in money. His goal is to create a legacy for every client he has the opportunity to work with. Education: John received his Bachelor of Science in Finance from California State University, Sacramento in 1993. He holds his Series 6, 7 and 63 with LPL Financial and Series 65 with Financial Advocates Investment Management. He also has his California Life and Health insurance license #OB26203. Interests: John is very active in his local community. He is a member of the Sunrise Rotary Club, a board member at the Queen of the Valley hospital and the Napa Boys and Girls Club. He also volunteers with several other non-profit organizations. John enjoys spending time with his wife Donna and two children.

Vintage Wealth Advisors is an independent, full-service financial planning firm committed to supporting the goals of individuals and business owners in the Napa Valley. As registered representatives of LPL Financial and Investment Advisor Representatives of Financial Advocates Investment Management, the team at Vintage Wealth Advisors provides fee-based advice and a wide array of services that include: comprehensive financial planning, proactive investment management, customized retirement strategies, estate planning, and insurance and annuities.

David Roggenkamp has been in the investment advisory business for 31 years. His practice is focused on investment management for individuals and small businesses, including retirement plans.

David also provides fee-based consulting guidance on retirement plan investments, education, fiduciary obligations for various types of trusts and qualified plans. He holds FINRA Series 7, 63 securities registrations through Commonwealth Financial Network^® and is a certified Chartered Financial Consultant (ChfC).

David was appointed Chartered Financial Consultant^® (ChFC^®) in 2000 from the American College in Bryn Mawr, Pennsylvania. The ChFC certification is a nationally recognized accreditation, demonstrating proficiency eight key areas of practice: investment analysis, capital markets, retirement planning, financial planning, investment risk management and succession planning for business owners and professionals, income tax law, and estate planning. The certification is a recognized standard for investment proficiency and fiduciary ethics in financial planning.David is involved in on-going education to affirm his ChFC certification as well as broker/dealer and regulatory agency education requirements. His immediate prior affiliations include: John Hancock Inc., Transamerica Investment Advisors Inc. David is a 1987 graduate of Kenyon College.

David works and lives in Marin County, California, and has resided with his family in the San Francisco Bay area since 1988. References furnished upon request.

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Client references furnished upon request. https://www.davidroggenkamp.com/

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