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Rosario S

Series 65

Escondido, CA

RED Seven

Rosario Scappaticci is a Series 65-licensed financial advisor with two years of industry experience, currently working at RED Seven in Escondido, CA. Prior to beginning his advisory career, he was a student for ten years. RED Seven is an SEC-registered investment adviser managing approximately $104.4 million for individuals—including high-net-worth clients—pension and profit-sharing plans, and charitable organizations. The firm offers discretionary portfolio management, comprehensive financial planning, and administration support for multi-employer retirement plans, tailoring portfolios to individual goals and risk tolerances using both fundamental and technical analysis.

General retirement planning Income planning Long-term care insurance Retirement withdrawal strategies
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Kristina A

Series 65

Laurel, MT

RED Seven

Kristina Allardice is a financial advisor at RED Seven in Laurel, Montana, holding a Series 65 designation with several years of industry-related experience through work as an independent contractor. Her prior roles include positions at Skaja & Daniels and Turning Point, as well as seven years at Saddleback Church. Outside of financial advising, she teaches piano lessons. RED Seven is an SEC-registered investment adviser managing over $100 million for a diverse client base, including individuals, pension plans, and charitable organizations, offering discretionary portfolio management and comprehensive financial planning tailored to individual goals and risk tolerances.

General retirement planning Income planning Long-term care insurance Retirement withdrawal strategies
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John R

CFP®, Series 66

Escondido, CA

RED Seven

John Richardson Jr. is a CFP® professional with 23 years of industry experience, currently serving as an advisor at Red SEVEN since 2013. He holds the Series 66 designation and is based in Escondido, CA. Red SEVEN is an SEC-registered investment adviser managing approximately $104.4 million for around 254 clients, including individuals, pension and profit-sharing plans, and charitable organizations. The firm offers discretionary portfolio management, financial planning, and support for multi-employer retirement plans, employing a tailored approach based on individual risk profiles and both fundamental and technical analysis.

General retirement planning Income planning Long-term care insurance Retirement withdrawal strategies
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Jerod F

CFP®, Series 63

Escondido, CA

RED Seven

Jerod Fenton is a CFP® with 19 years of industry experience and has been with Red SEVEN since 2013. He holds a Series 63 license and is independently licensed to sell insurance and annuity products. Red SEVEN is an SEC-registered investment adviser managing approximately $104 million for individuals, pension and profit-sharing plans, and charitable organizations. The firm offers discretionary portfolio management and comprehensive financial planning, tailoring portfolios based on individual goals and risk tolerances using both fundamental and technical analysis.

General retirement planning Income planning Long-term care insurance Retirement withdrawal strategies
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