Top values-based investing 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.

Tucker Horsley is a CFP® and Series 65-registered advisor with three years of industry experience. He currently works at Mariner in Sarasota, FL, where he has been since 2021. Horsley previously served as an advisor at Allegiant Private Advisors and was involved with Lucky-U Cycles for five years. He is a board member of the nonprofit Take Stock in Children of Sarasota County. Mariner serves a diverse client base with services including investment management, financial planning, retirement plan consulting, and coordinated tax services. The firm offers customized, discretionary portfolios supported by an internal team and third-party managers, along with specialized tax, accounting, and family office services.

Eldin Foco is a financial advisor at Sterling Advisory Group LLC with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including CIG Capital Advisors and Cco Investment Services Corp. since 2012. Sterling Advisory Group provides portfolio management, financial planning, and retirement-plan consulting to individuals, families, trusts, foundations, businesses, and employer-sponsored plans. The firm manages client accounts on a tailored basis and also serves institutional clients, offering a range of strategic investment models that emphasize asset allocation, diversification, and Shariah-compliant selection.

Nicholas Stecklein is a CFP®-designated financial advisor with six years of industry experience. He is currently affiliated with Telos Partners LLC and has previously worked at firms including DFPG Investments, Diversify Wealth Management, and North Capital Investment Technology. Outside of investment advising, he provides tax preparation services through Advantage Tax and Planning. Telos Partners LLC is an SEC-registered investment adviser managing approximately $139 million in discretionary assets for about 65 clients. The firm employs multiple proprietary, long-term, growth-oriented strategies that integrate equities, fixed income, and selective funds, with options for ESG and impact screening, and offers family-office consulting as well as educational seminars.

Andrew Halbrook is a financial advisor at Edward Jones with a Series 66 credential and one year of industry experience. Prior to joining Edward Jones, he worked for the City of Ruston for nine years. Outside of his advisory role, he co-manages a family-owned LLC involved in rental property. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of investment strategies and advisory services supported by a nationwide network of over 23,700 financial advisors.

Peter Hughes is a CFA® charterholder and Series 63 licensee with six years of industry experience. He is currently an advisor at Telos Partners LLC and has previously worked at Forrest Financial Partners LLC and Evolve Investing LLC. Outside of his advisory role, he owns separate consulting and coaching businesses focused on company valuation, business improvement, and personal performance coaching. Telos Partners LLC is an SEC-registered investment adviser managing approximately $139 million in discretionary assets across about 65 client relationships. The firm offers tailored investment management, financial planning, family-office consulting, and educational seminars, employing primarily long-term, growth-oriented strategies with ESG considerations when requested.