Focus Areas
- Retirement Income Strategies
- Charitable Giving
- Divorce Finances
- Intergenerational Planning
- Portfolio Reviews
- Special Needs Financial Considerations
Certifications
CFP®
CERTIFIED FINANCIAL PLANNER™ChFC®
Chartered Financial Consultant®
Personal Interests
- Aviation
- Camping
- Golfing
- Outdoor Enthusiast
- Volunteering
Team Members
- Misty PalmerBranch Office AdministratorFPQP®
Send Me a Message
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* Required fieldOffice Information
Hours
Weekday | Availability |
---|---|
Mon | 07:30AM - 04:00PM |
Mon | 07:30AM - 04:00PM |
Tue | 07:30AM - 04:00PM |
Tue | 07:30AM - 04:00PM |
Wed | 07:30AM - 04:00PM |
Wed | 07:30AM - 04:00PM |
Thu | 07:30AM - 04:00PM |
Thu | 07:30AM - 04:00PM |
Fri | 07:30AM - 03:00PM |
Fri | 07:30AM - 03:00PM |
Sat | Closed |
Sat | Closed |
Sun | Closed |
Sun | Closed |
Office Hours
Weekday | Availability |
---|---|
Mon | 07:30AM - 04:00PM |
Mon | 07:30AM - 04:00PM |
Tue | 07:30AM - 04:00PM |
Tue | 07:30AM - 04:00PM |
Wed | 07:30AM - 04:00PM |
Wed | 07:30AM - 04:00PM |
Thu | 07:30AM - 04:00PM |
Thu | 07:30AM - 04:00PM |
Fri | 07:30AM - 03:00PM |
Fri | 07:30AM - 03:00PM |
Sat | Closed |
Sat | Closed |
Sun | Closed |
Sun | Closed |
Additional Hours
- Web Conferencing
Additional Hours
- Web Conferencing
Phone
(916) 780-6380Fax
(866) 462-9480Office Address
2210 Plaza DrSuite 100
Rocklin, CA 95765opens in a new window
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