Pleasanton, CA Office

Kevin Shelton is a CFP® professional with 31 years of industry experience. He is currently affiliated with Buck Wealth Strategies, LLC and Madison Avenue Securities, LLC, and has held roles at several firms including The Prudential Insurance Company of America and Fidelity Brokerage Services LLC. Buck Wealth Strategies serves individual and high-net-worth clients, trusts, and employer-sponsored retirement plans with discretionary investment management, financial planning, and retirement plan advisory services. The firm utilizes a top-down, macro-environmental investment approach with tactical asset allocation implemented primarily through equities, ETFs, and fixed income.

Mark Arola is a financial advisor at Buck Wealth Strategies, LLC in Pleasanton, CA, holding a Series 65 credential with 10 years of industry experience. He has previously worked at AE Wealth Management, LLC and J.W. Cole Advisors, Inc., among others, and is the owner and president of Arola Associates, which provides insurance sales and services. Additionally, he is president of Stoneridge Marketing Group, a separate business focused on marketing program budgeting and fund allocation. Buck Wealth Strategies serves individual and high-net-worth clients, trusts, and employer-sponsored retirement plans by providing discretionary investment management, financial planning, and retirement plan advisory services. The firm employs a top-down, macro-environmental investment approach with tactical asset allocation and sector rotation, utilizing equities, ETFs, and fixed income, supported by a relationship with AE Wealth Management for asset management and research.

Joseph Manglona is a financial advisor at Buck Wealth Strategies, LLC with two years of industry experience. He holds a Series 66 designation and has previously worked at Thrivent Financial and Madison Avenue Securities. Buck Wealth Strategies serves individual and high-net-worth clients, trusts, and employer-sponsored retirement plans with discretionary investment management, financial planning, and retirement plan advisory services. The firm utilizes a top-down, macro-environmental investment approach focused on tactical asset allocation and sector rotation, primarily implementing strategies through equities, ETFs, and fixed income.