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Trevor C

Series 66

Walnut Creek, CA

Sanctuary Advisors, LLC

Trevor Christiansen is a financial advisor at Sanctuary Advisors, LLC with three years of industry experience. He holds the Series 66 designation and has worked previously at Frank Rimerman & Co and Sanctuary Securities, Inc. Trevor has a background in both advisory and accounting-related roles. Sanctuary Advisors, LLC serves a diverse client base including individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm offers portfolio management, financial planning, and retirement consulting through over 400 independent advisers using a variety of investment strategies and third-party platforms.

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

Series 63, Series 65

Walnut Creek, CA

Sanctuary Advisors, LLC

Edward Christiansen Jr. is a financial advisor at Sanctuary Advisors, LLC with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Merrill and Bank of America. He is also the owner of Muirwood Private Wealth, a business name under which he conducts advisory operations. Sanctuary Advisors, LLC offers investment advisory and financial planning services to a diverse client base including individuals, corporations, pension plans, trusts, and charitable organizations. The firm supports independent investment adviser representatives with various portfolio management options and employs multiple analytical approaches while acting as a fiduciary under written agreements.

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

Series 63, Series 65

Walnut Creek, CA

Sanctuary Advisors, LLC

Christopher Kenny is a financial advisor with Sanctuary Advisors, LLC in Walnut Creek, CA, holding Series 63 and Series 65 licenses and possessing 37 years of industry experience. He has worked at Bank of America, N.A. since 2011 and at Merrill since 2006. Sanctuary Advisors, LLC offers investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension plans, and charitable organizations, supported by a network of over 400 independent investment adviser representatives. The firm employs various investment strategies and platforms, serving clients through discretionary and non-discretionary account management while acting as a fiduciary under written agreements.

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

Series 66

Walnut Creek, CA

Sanctuary Advisors, LLC

John Nejedly is a financial advisor with Sanctuary Advisors, LLC in Walnut Creek, CA. He holds a Series 66 designation and has four years of industry experience. His prior roles include positions at Pantheon Wealth Planning and LPL Financial LLC. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension plans, and charitable organizations. The firm supports a broad range of investment approaches and offers portfolio management through various account types, delivered by a large network of independent advisers under a fiduciary framework.

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