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California

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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 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
Gene H LangenbergGene H Langenberg President 951-898-9296
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. RogersJohn E. Rogers Senior Advisor 206-621-6447
"MR HAPPY" HOWARD ELEY President 424-243-6230
Jeff Ferretta (CA #0580256)Jeff Ferretta (CA #0580256) President 619-787-9685
Gregory McCrackenGregory McCracken Owner 408-316-3571
Thomas S WeberThomas S Weber Owner 415-382-1831
Amanda Monsur-KudratovAmanda Monsur-Kudratov Retirement Specialist 714-699-3500
Mark KennedyMark Kennedy President (818) 224-4177
Judy LeeJudy Lee Advisor 650-453-7033
Melinda A. Moros (CA#0E59115)Melinda A. Moros (CA#0E59115) Vice President 925-239-8800
Kenny Palma - Financial AdvisorKenny Palma - Financial Advisor Financial Advisor 888-635-0031
Suzanne LucasSuzanne Lucas President 310-529-7009
Sterling Daley (CA #0C78395)Sterling Daley (CA #0C78395) CEO 916-939-4167
Daniel R LewisDaniel R Lewis President 760-360-8922
Micheal HoltMicheal Holt Sr. Income Planning Specialist 949-851-6599
Michael WirjadisastraMichael Wirjadisastra Founder 510-870-2272
Anna FelixAnna Felix Co- Founder 209-613-9445

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