Rocklin, CA Sunset Blvd. Office

Donald Mason is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds Series 63 and Series 66 licenses and has 14 years of industry experience. His prior affiliations include First Tech Federal Credit Union and Addison Avenue Investment Services. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a wide range of clients, including individuals, high-net-worth clients, corporations, and institutional investors. The firm offers non-discretionary advisory services tailored to client goals and supports municipal and public finance work through a unique affiliation with a municipal advisor.

Dino Arena is a financial advisor with Raymond James Financial Services Advisors, Inc. in Rocklin, CA, holding Series 63 and Series 66 credentials and bringing 32 years of industry experience. He serves as Chief Compliance Officer at First Tech Federal Credit Union, overseeing compliance for its investment division, Addison Avenue Investment Services, where he is also Compliance Director and Branch Manager. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and utilizes analytical tools such as risk profiling and probability modeling to support client goals.

Mandeep Kaur is a financial advisor at Raymond James Financial with 20 years of industry experience. She holds a Series 66 designation and has worked at multiple firms, including a ten-year tenure at First Tech Federal Credit Union. Outside of her advisory role, she owns an Amazon fulfillment business operating through Alibaba. 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, institutions, and nonprofit organizations. The firm focuses on tailored, non-discretionary planning and employs analytical tools to support client decision-making, offering a range of advisory programs and specialized services.

Alexander Saldana is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. He has worked with Raymond James and affiliated entities since 2012. In addition to his advisory role, he serves as a compliance principal at Addison Avenue Investment Services, a division of First Tech Federal Credit Union. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to a diverse client base, including individual, high-net-worth, institutional, and nonprofit clients. The firm uses analytical tools and risk profiling to tailor non-discretionary planning and investment consulting aligned with client goals.

Steven Kurta is a Series 66-credentialed financial advisor with Raymond James Financial in Rocklin, CA, with 13 years of industry experience. He previously worked at Axa Advisors, LLC before joining Raymond James in 2019. Outside of his advisory role, he is a proprietor of rental real estate. 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 institutions. The firm emphasizes tailored, non-discretionary planning and utilizes analytical tools to model potential outcomes, supporting clients through various advisory programs.

Makara Hang is a financial advisor at Raymond James Financial with Series 63 and Series 66 credentials and 24 years of industry experience. He has worked at Raymond James since 2012 and is also an associate at First Tech Federal Credit Union, where he contributes to the Investment Services Division. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse clientele, including individual and high-net-worth clients, corporations, and institutional investors. The firm provides tailored, non-discretionary planning and supports municipal and public finance through a unique affiliation with a municipal advisor.

Kirk Buber is a financial advisor at Raymond James Financial with eight years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Wells Fargo and U.S. Bancorp Investments. He also assists financial advisors in administrative roles at Addison Avenue Investment Services, a division of First Tech Federal Credit Union. 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 investors. The firm emphasizes tailored, non-discretionary planning using risk profiling and modeling tools and supports municipal and public finance work through a unique municipal advisor affiliation.

Richard Adona II is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds the Series 66 designation and has 17 years of industry experience, including positions at Bank of America and Merrill Lynch. He also serves as operations manager for Addison Avenue Investment Services, providing operational support to field staff. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm emphasizes tailored, non-discretionary planning and consulting using analytical tools and supports municipal and public finance work through a unique municipal advisor affiliation.