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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
Christopher Egan (CA #0G35584)Christopher Egan (CA #0G35584) President 714-403-6824
Robert (Bob) Gibson, MS, CFP, CFS, CNHP, TCP, CAS (CA #610228)Robert (Bob) Gibson, MS, CFP, CFS, CNHP, TCP, CAS (CA #610228) CEO & President 916-786-2999
Daven SharmaDaven Sharma Owner & Founder 925-400-8333
Chuck Hoffmann (CA #0495169)Chuck Hoffmann (CA #0495169) President 442-300-2095
Brian Zeek (CA #0E04821)Brian Zeek (CA #0E04821) CEO 714-377-1400
Diane Brewer, RFC® (CA #0794453) Diane Brewer, RFC® (CA #0794453) CEO & President 805-570-5995
John E. Rogers (CA #OA28759)John E. Rogers (CA #OA28759) Senior Advisor 206-621-6447
"MR HAPPY" HOWARD ELEY (CA# 0D05983) President 424-243-6230
Jeff Ferretta (CA #0580256)Jeff Ferretta (CA #0580256) President 619-787-9685
Gregory McCracken (CA #0H29059)Gregory McCracken (CA #0H29059) Owner 408-316-3571
Thomas S Weber (CA #0386994)Thomas S Weber (CA #0386994) Owner 415-382-1831
Amanda Monsur-Kudratov (CA #0i52076)Amanda Monsur-Kudratov (CA #0i52076) Retirement Specialist 714-699-3500
Mark Kennedy (CA #OB51501)Mark Kennedy (CA #OB51501) President (818) 224-4177
Melinda A. Moros (CA#0E59115)Melinda A. Moros (CA#0E59115) Vice President 925-239-8800
Kenny Palma - Financial Advisor (CA #0505702)Kenny Palma - Financial Advisor (CA #0505702) Financial Advisor 888-635-0031
Suzanne Lucas (CA #0G15380)Suzanne Lucas (CA #0G15380) President 310-529-7009
Sterling Daley (CA #0C78395)Sterling Daley (CA #0C78395) CEO 916-939-4167
Daniel R Lewis (CA #0703000)Daniel R Lewis (CA #0703000) President 760-360-8922
Micheal Holt (CA # 0E59523)Micheal Holt (CA # 0E59523) Sr. Income Planning Specialist 949-851-6599
Michael Wirjadisastra (CA #0B51840)Michael Wirjadisastra (CA #0B51840) Founder 510-772-0036
Anna Felix (CA #0K28098)Anna Felix (CA #0K28098) Regional Associate 209-613-9445
George Alves Jr (CA #0E82245)George Alves Jr (CA #0E82245) CEO / Partner 760-431-5570
Kim ColbyKim Colby President 415-246-1110
Gary RockwellGary Rockwell Owner 619-715-0148
Jesus RanoJesus Rano Senior Vice President 858-412-3282
Joe J. AguirreJoe J. Aguirre President 805-524-2096
Richard M YackoRichard M Yacko Owner 858-496-0411
Edward ParadoEdward Parado Owner 909-374-9157

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