Auburn, CA Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Vantage Financial Group
Supported
Firm-wide stats for Vantage Financial Group
About
Vantage Financial Group provides discretionary asset management, financial planning, and retirement-plan advisory services to individuals (including high-net-worth clients), as well as to corporations and business entities. The firm offers both one-time and ongoing planning consultations and also conducts public seminars and workshops on investment and service topics.
Portfolios and plans are built around each client’s stated goals, time horizon, and risk tolerance, with investment selection informed by fundamental and technical analysis and periodic account reviews (typically quarterly). Vantage manages accounts on a discretionary basis and provides ERISA plan services, acting either as a limited-scope 3(21) advisor or as a discretionary 3(38) investment manager depending on the client engagement.
Unlike most peers, the firm regularly holds public educational seminars and workshops, and its advisory representatives are licensed to sell insurance products—an affiliation and source of external compensation that the brochure discloses and says is managed through policies and fiduciary obligations. The firm reports roughly $118 million in discretionary assets under management and combines retail wealth management with plan-level fiduciary services, creating a hybrid service mix that some prospective clients may find distinctive.
Based on Vantage Financial Group
Expertise
Based on Vantage Financial Group
Location
164 Maple St., Suite 1
Auburn CA 95603
Advisors at this office
3
Advisors at this office
Mark C
Series 65
Auburn, CA
Vantage Financial Group
Mark Cuniberti is a financial advisor at Vantage Financial Group with 10 years of industry experience. He holds a Series 65 designation and has worked at Hudson Financial Services, Cambridge Investment Research Advisors, and as an independent insurance agent. Outside of financial advising, he owns a water pump supply business and hosts an economic radio talk show. Vantage Financial Group provides discretionary asset management, financial planning, and retirement-plan advisory services to individuals, corporations, and business entities. The firm tailors portfolio management to clients’ goals and risk tolerance, using fundamental and technical analysis, and offers educational public seminars and workshops.
Jess H
Series 65
Auburn, CA
Vantage Financial Group
Jess Hudson is a Series 65 licensed financial advisor at Vantage Financial Group in Auburn, CA, with eight years of industry experience. She previously worked at Cambridge Investment Research Advisors, Inc. and MKB Financial Services before joining Vantage Financial Group, where she has been since 2020. Vantage Financial Group provides discretionary asset management, financial planning, and retirement-plan advisory services to individuals, including high-net-worth clients, as well as corporations and business entities. The firm emphasizes tailored portfolio management based on clients’ goals, time horizons, and risk tolerance, and offers educational seminars and workshops in addition to its advisory services.
Timothy S
Series 65
Auburn, CA
Vantage Financial Group
Timothy Steele is a financial advisor at Vantage Financial Group with five years of industry experience. He holds a Series 65 designation and previously worked at HBW Advisory Services LLC. Outside of finance, he serves as an Associate Professionals Pastor at The Pointe Church, where he preaches, leads a small group, and assists with leadership decisions. Vantage Financial Group provides discretionary asset management, financial planning, and retirement-plan advisory services to individuals, corporations, and business entities. The firm tailors portfolio management to clients’ goals and risk tolerance, using fundamental and technical analysis, and offers educational seminars and workshops at no charge.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)