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Jeremy N

CFP®, ChFC®, Series 63, Series 65

Danville, CA

Sanctuary Advisors, LLC

Jeremy Niederstadt is a CFP® and ChFC® with 28 years of experience in the financial services industry. He has worked at Merrill and Bank of America, N.A. before joining Sanctuary Advisors, LLC in 2020. He serves on a homeowners association board, handling recording of voting results and board meetings. Sanctuary Advisors, LLC provides investment advisory and financial planning services to individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations through a network of more than 400 independent advisers. The firm offers a range of portfolio management and consulting solutions, employing multiple analytical approaches and maintaining a fiduciary standard when a written advisory agreement is in place.

Retirement plans for business owners (SEP, solo 401k) Cash flow / budgeting General retirement planning
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Shawn H

Series 66

Danville, CA

Sanctuary Advisors, LLC

Shawn Hawkins is a financial advisor at Sanctuary Advisors, LLC with one year of industry experience. He holds a Series 66 designation and has previous experience at Sanctuary Securities, Inc. and in real estate and fitness-related roles. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a wide range of clients including individuals, corporations, pension plans, trusts, estates, and charitable organizations through a network of over 400 independent advisers. The firm offers portfolio management, financial planning, retirement plan consulting, and multi-strategy investment solutions using both discretionary and non-discretionary approaches.

Retirement plans for business owners (SEP, solo 401k) Cash flow / budgeting General retirement planning
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Michaela C

Series 66

Danville, CA

Sanctuary Advisors, LLC

Michaela Courtemanche is a financial advisor at Sanctuary Advisors, LLC with two years of industry experience. She holds a Series 66 designation and has previously worked in various roles within collegiate and professional football departments, including at Arizona State University and the Tampa Bay Buccaneers. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension plans, trusts, and charitable organizations, through a network of over 400 independent investment adviser representatives. The firm offers portfolio management, retirement plan consulting, and other advisory services using a range of analytical approaches and maintains affiliations with several affiliate firms on its platform.

Retirement plans for business owners (SEP, solo 401k) Cash flow / budgeting General retirement planning
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Jeffrey C

Series 63, Series 65

Danville, CA

Sanctuary Advisors, LLC

Jeffrey Courtemanche is a financial advisor at Sanctuary Advisors, LLC with 32 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Sanctuary Advisors and Sanctuary Securities since 2020. Prior to that, he was with Bank of America for nine years and Merrill for 24 years. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base that includes individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm supports more than 400 independent investment adviser representatives who deliver a range of portfolio management and consulting services using various investment approaches and platforms.

Retirement plans for business owners (SEP, solo 401k) Cash flow / budgeting General retirement planning
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