CFP®-certified financial advisors in Rancho Cordova, CA

John Davis is a CFP® with 24 years of industry experience, currently serving as a financial advisor at Moss Adams Wealth Advisors LLC since 2018. He previously worked at CliftonLarsonAllen Wealth Advisors, Stone Point Financial and Insurance Services, Principal Life Insurance Company, and Princor Financial Services Corporation. Moss Adams Wealth Advisors serves individual and institutional clients, including high-net-worth individuals and various types of trusts and plans. The firm provides comprehensive wealth management and investment consulting, managing approximately $4.75 billion in assets through a team-based approach that emphasizes long-term strategic asset allocation and customized portfolio strategies.

Matthew Crowley is a financial advisor at Raymond James Financial with 27 years of industry experience. He holds the Series 65 and Series 66 designations and previously worked at Wells Fargo Advisors and Wells Fargo Clearing Services. He is also an associate at First Northern Advisors in Rancho Cordova, CA. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored non-discretionary planning and consulting using analytical tools and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Dru Torvend is a financial advisor with LPL Financial in Rancho Cordova, CA, holding Series 63 and Series 66 licenses and having 21 years of industry experience. He has been with LPL Financial since 2009. Outside of his advisory role, he is involved in managing life, health, disability, long-term care, and fixed annuities. LPL Financial serves a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations, offering financial planning, advisory programs, and brokerage services supported by both discretionary and non-discretionary management strategies.

Bereket Kelile is a financial advisor at Rehoboth Financial Planning, Inc. with five years of industry experience. He holds the Series 63 and Series 65 licenses and has worked at Cambridge Investment Research, Inc. and SJR Opinion Research. Outside of his advisory role, Kelile owns several businesses including financial coaching, life coaching, estate planning document services, and a federal and California tax return preparation service. He also serves as an elected member of the Sacramento County Republican Central Committee. Rehoboth Financial Planning, Inc. provides portfolio management and financial planning primarily to individual clients, offering discretionary management guided by personalized Investment Policy Statements. The firm’s investment process combines fundamental analysis with a long-term trading orientation and tailors model allocations to each client’s goals and risk tolerance.

Melvin Whitlock Jr. is a financial advisor with Primerica Advisors in Rancho Cordova, CA, holding Series 63 and Series 65 licenses and having 12 years of industry experience. He has been with Primerica Advisors since 2013 and is also involved with the California Transplant Donor Network. Outside his advisory role, he participates in sales of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of separately managed account options to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure for its services.

Sarah Currier Barrella is a CFP® professional with 26 years of experience in financial advisory services. She currently works at Santander Securities LLC and Santander Bank, NA, having previously held positions at TD Bank and Citizens Securities, Inc. Barrella is based in Boston, MA. Santander Securities LLC serves a broad retail client base with approximately $3.14 billion in regulatory assets under management across 10,800 client relationships. The firm offers investment advisory services, portfolio management through wrap-fee programs, and financial planning, operating both as a registered investment adviser and a FINRA-registered broker-dealer.

Elanna Gould is a CFP® professional with six years of experience, currently advising at Cambridge Investment Research Advisors in Cleveland, OH. Her background includes roles at PepsiCo and The Cleveland Clinic Lerner Research Center, as well as academic experience at The Ohio State University. She is also an independent insurance agent for various companies. Cambridge Investment Research Advisors serves a broad client base, including individuals, retirement plans, and charitable organizations, offering financial planning, investment management, and retirement advisory services through a network of independent professionals. The firm provides a range of portfolio management options, proprietary and third-party strategies, and various custody platforms tailored to client objectives.

Ethan Siekkinen is a CFP® and holds a Series 65 license with Plante Moran Financial Advisors. He has one year of industry experience and previously worked at J Wilson Wealth Management. Outside of financial advising, he has experience in the lawn care business with Rizzo Lawn Care. Plante Moran Financial Advisors serves a diverse client base including individuals, institutions, trusts, estates, and charitable organizations. The firm provides investment advisory, financial planning, and estate-planning services, utilizing a range of investment strategies and managing both discretionary and non-discretionary assets.

Jace Hart is a CFP® with nine years of industry experience and currently serves as a financial advisor at Rockwall Wealth Management. His prior experience includes roles at Leo Wealth, LPL Financial, and Fidelity Brokerage Services. Rockwall Wealth Management provides portfolio management, financial planning, and consulting services to individuals, trusts, plans, charitable organizations, and businesses. The firm emphasizes diversified, low-cost ETF model portfolios with a focus on tax efficiency, liquidity, and systematic macro tilts, offering both traditional and advanced investment strategies tailored to client objectives.

Jeffrey Macdonald is a CFP® and ChFC® with 17 years of industry experience. He has been with Investment Management & Planning LLC since 2010 and is also affiliated with LPL Financial LLC. Investment Management & Planning LLC provides fee-based investment advisory and comprehensive financial planning primarily for individual and high-net-worth clients, offering portfolio management on both discretionary and non-discretionary bases. The firm emphasizes ongoing account supervision and individualized asset allocation, often utilizing LPL-sponsored platforms and model portfolios.