A complete list of active advisors currently associated with 5 Talents Advisors, Inc

Warmer can help you find a great advisor at 5 Talents Advisors, Inc or one who fits your needs even better.

5 Talents Advisors is a registered investment adviser that serves individuals (including high‑net‑worth clients) as well as corporations, charities, and pension and profit‑sharing plans. The two‑advisor firm manages roughly $54 million in discretionary client assets and provides comprehensive financial planning, targeted financial consulting, discretionary portfolio management, and non‑ERISA retirement plan consulting. The firm constructs client portfolios from customized model portfolios and applies a mix of fundamental and technical analysis, using both long‑ and short‑term strategies and periodic rebalancing to manage risk. Recommended holdings include mutual funds, ETFs, individual equities, fixed income and REITs, and the firm typically directs clients to use a qualified custodian for custody and fee processing. A notable aspect of the firm is that its owners are licensed independent insurance agents and may receive commissions when clients implement planning recommendations, a potential conflict the brochure discloses and describes procedures to mitigate. For a small supported firm, it also highlights retirement plan consulting services and documents custody safeguards and a business continuity plan.

To learn more about the advisors currently working at 5 Talents Advisors, Inc, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Jayson Jay	Cameron Park, CA	27
Gene Tabb III	Cameron Park, CA	28

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