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Name Position Phone
Jim Chilton (CA #0592716)Jim Chilton (CA #0592716) Founder 800-689-4851
Gregory L. Bernhardt (CA #0822915)Gregory L. Bernhardt (CA #0822915) President 925-287-8880
Michael Thompson (CA # 0F26086)Michael Thompson (CA # 0F26086) CEO 530-414-5218
Don McGrewDon McGrew Managing Partner (CFP) 916-781-3321
Christopher EganChristopher Egan President 714-403-6824
Robert (Bob) Gibson, MS, CFP, CFS, CNHP, TCP, CASRobert (Bob) Gibson, MS, CFP, CFS, CNHP, TCP, CAS CEO & President 916-786-2999
Daven SharmaDaven Sharma Owner & Founder 925-400-8333
Gene H LangenbergGene H Langenberg President 951-898-9296
Stewart J WeissmanStewart J Weissman Managing Member 1-858-369-0303
Mark Spurgeon, CLU, ChFCMark Spurgeon, CLU, ChFC CEO/President 916-996-6140
Chuck HoffmannChuck Hoffmann President 442-300-2095
Kim DannettellKim Dannettell Senior District Manager 949-575-9515
Brian ZeekBrian Zeek CEO 714-377-1400
Diane Brewer, RFC® (CA #0794453) Diane Brewer, RFC® (CA #0794453) CEO & President 805-570-5995
John E. RogersJohn E. Rogers Senior Advisor 206-621-6447

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1107 Key Plaza #450
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