Santa Rosa Office

Find an advisor in the Santa Rosa Office who can assist with your financial goals. Our experienced advisors pride themselves in understanding your needs, and ensuring you have a comprehensive knowledge of the strategies used to achieve your investing goals. We help can help secure your future through our innovative approach.

SPECIALIZATIONS:

OUR ADVISORS

Dru Argue

Financial Advisor
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Gina Balestrieri-Kent

Managing Director, Investments and FC In Charge
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Richard "Rick" Johnson

Investment and Planning Specialist
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Deborah A. Orlando, CFP

Senior Vice President, Investments
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Kevin Scarpelli

Financial Advisor
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Dan Sullivan

Managing Director, Investments
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Doug Van Deren

Financial Advisor
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April Young

Senior Vice President, Market Manager
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EVENTS

Check back soon for our office events!