Sacremento, CA Office

Jacob Angulo Bailey is a financial advisor at Focus Partners Wealth, LLC with three years of industry experience. He holds the Series 66 designation and has worked at firms including Allworth Financial and Golden 1 Credit Union. Focus Partners Wealth serves a diverse client base including individual, high-net-worth, family office, corporate, retirement plan, and institutional clients, offering investment management, financial counseling, and a range of wealth services. The firm employs a long-term, tax- and fee-sensitive investment strategy that integrates fundamental and quantitative analysis with external managers and offers a broad platform of affiliated service companies and product relationships.

Ismar Zildzic is a financial advisor at Focus Partners Wealth, LLC with eight years of industry experience. He holds the Series 65 designation and has worked previously at The Colony Group, LLC and HoyleCohen LLC. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, high-net-worth families, family offices, retirement plans, institutions, and businesses. The firm employs a long-term investment approach emphasizing tax- and fee-sensitivity within an enhanced open architecture framework that combines active and passive strategies across various investment vehicles.

Charles Ebersole is a CFP® and ChFC® with 34 years of industry experience. He is currently with Focus Partners Wealth, LLC and has previously worked at The Colony Group, LLC and HoyleCohen. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, families, institutions, and businesses. The firm employs a long-term, tax- and fee-sensitive investment approach within an enhanced open architecture framework that integrates active and passive strategies, private funds, and ETFs.