Yuba City, CA Office

Team
Updated today

Client AUM

$202,307,647,471

Clients

355,973

Advisors

2

Of 2,816 advisors across 1,211 offices

Location

1215 Plumas Street, Suite 1502

Yuba City CA 95991

Advisors at this office

2

Advisors at this office

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Evan P

Series 66

Yuba City, CA

Commonwealth Financial Network

Evan Pugh is a financial advisor at Commonwealth Financial Network with four years of industry experience. He holds a Series 66 designation and has worked at Core Financial Group, Woodbury Financial Services, and Costco. His background also includes roles in financial wellness education and coaching swim teams. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs and support services, including discretionary model portfolios and personalized investment solutions.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement income strategy Founder/Business Owner Executive Retired
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Matthew D

Series 66

Yuba City, CA

Commonwealth Financial Network

Matthew Debiase is a financial advisor at Commonwealth Financial Network with four years of industry experience. He holds the Series 66 designation and has previously worked at Woodbury Financial Services and Core Financial Group. Outside of advisory work, he is involved in fixed insurance sales. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors. The firm offers a range of advisory programs and services, including discretionary model portfolios and personalized investment solutions, while providing operational, compliance, and practice-management support to affiliated advisors.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement income strategy Founder/Business Owner Executive Retired
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