Top planning for children with special needs financial advisors in Folsom, CA

Eric Schraeder is a Vice President and Wealth Planner at Fidelity Investments, where he has been serving since 2016. In this role, he partners with families to prioritize wealth planning goals and prepare for both certainties and unknowns they may face. He has over a decade of experience in financial advisory, having worked as a Financial Advisor at US Bancorp Investments, Inc. from 2011 to 2016, and previously at UBS Financial Services and Wells Fargo Advisors from 2007 to 2011. Eric holds a California Insurance License.

Angel Perez is a CFP® professional with 29 years of experience in the financial services industry. He is currently affiliated with LPL Financial and has held roles there since 2012, including a period at Ideal Life Financial Advisors. In addition to his advisory work, Perez is an enrolled agent and owner of a tax preparation and accounting firm. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base that includes individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a broad range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by research and various investment strategies.

Heather Huppe is a CFP® with 16 years of industry experience and currently serves at Dachtler Wealth Advisors, LLC. Her prior roles include positions at Calton & Associates, Inc., Dachtler Wealth Management, LLC, and Ameritas Investment Corp. Dachtler Wealth Advisors is a small SEC-registered firm serving individual investors, trusts, estates, and retirement plans. The firm primarily implements client portfolios through third-party model providers and sub-advisers, offering a range of investment strategies including mutual funds, ETFs, and direct indexing.

Richard Jarvey is a financial advisor at Calton & Associates, Inc. with four years of industry experience. He holds Series 63 and Series 65 licenses and has prior work experience with Transdey, Inc., UPS, and AT&T. Outside of advising, he serves as Secretary and Treasurer on the board of Woodland Medical Closet, a community organization providing medical equipment at no cost. Calton & Associates serves individual investors, retirement plans, trusts, estates, and other retail clients by offering portfolio management, financial planning, retirement plan consulting, and access to third-party money managers. The firm provides both fee-based and commissionable brokerage and insurance products, tailoring investment recommendations to client goals and employing various program structures and analytic approaches.

Yiqing Sobon is a CFP®-designated financial advisor at Edward Jones with seven years of industry experience. Prior to joining Edward Jones in 2019, Sobon worked at Morgan Stanley and the U.S. Small Business Administration and was involved with the Sobon Wine Company, a family business in Plymouth, CA. Edward Jones is a full-service wealth management firm serving individual and institutional clients, managing approximately $1.01 trillion in assets through a nationwide network of financial advisors and branch offices. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.

Amanda Quicke is a financial advisor at Wells Fargo Advisors with 18 years of industry experience. She has worked at various Wells Fargo entities since 2009. Amanda is a Series 66 license holder and has partial ownership in an investment-related business, Granite Wealth Management, LLC. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning options using proprietary research and tools, with services tailored to clients who meet specific net-worth criteria.

Rudenca Blloshmi serves as a Senior Financial Advisor at Merrill Lynch Wealth Management. In this role, she helps clients develop personalized wealth management strategies tailored to their individual financial goals. She provides access to Merrill’s investment insights alongside the banking and lending solutions offered by Bank of America. Rudenca focuses on client areas including family wealth management, personal retirement planning, philanthropic planning, tax minimization, retirement income, special needs planning, managing new wealth, and women and wealth. Rudenca holds multiple professional designations, including Accredited Wealth Management Advisor (AWMA), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Chartered Retirement Plans Specialist (CRPS), Personal Investment Advisor (PIA), Retirement Accredited Financial Advisor (RAFA), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). She attended Pace University without earning a degree and conducts business in both English and Albanian. Rudenca is involved with the Global Albanians Foundation and enjoys baseball, biking, golfing, music, and photography in her personal time.

Matthew Seale is a financial advisor with Edward Jones in Baytown, TX, holding CFP® and ChFC® designations and registered Series 63 and Series 66. He has 21 years of industry experience, all with Edward Jones since 2004. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, managing approximately $1.01 trillion in assets through a network of more than 23,700 financial advisors.

Lanis Webb is a financial advisor at G. A. Repple & Company with 25 years of industry experience. He holds a Series 66 designation and has been with G. A. Repple & Company since 2012. In addition to his advisory role, Webb works as an independent fixed insurance sales agent. G. A. Repple & Company provides investment advisory and financial planning services to a diverse client base, including retail individuals, retirement plans, trusts, estates, and corporate entities, employing various analytical approaches to portfolio construction and offering multiple investment program options.

Evan Hirano is a CFP® and CFA® with 10 years of industry experience. He has worked at Mok Capital Management since 2015 and at Purshe Kaplan Sterling Investments since 2017. Mok Capital Management provides investment advisory and financial planning services to individuals, living trusts, charities, pension and profit-sharing plans, and business entities. The firm employs a value-oriented investment approach combining fundamental and technical analysis, managing portfolios primarily of stocks, bonds, and ETFs with periodic rebalancing aligned to client objectives.