Broker Check

Team

 

 Our team of financial professionals has decades of experience in the financial services field.  At Iron Point Financial Advisors, Inc., we believe that working together and sharing our knowledge and experience is the best way to satisfy our client’s needs.  This process provides you with the distinctive opportunity to work with some of the top professionals in the financial services industry while receiving the quality attention of a personal relationship with your financial advisor. 

Rob Santoriello

President & CEO

(916) 932-4101

916-608-4247

rob@ironpointadvisors.com

Rob has more than 30 years of experience in the financial services industry. He is a Registered Principal, OSJ Branch Manager, and Financial Advisor. He also serves as President of Iron Point Financial Advisors, Inc. He has a holistic...

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Richard Rios

Founder

(916) 932-4101

916-608-4247

dick@ironpointadvisors.com

Richard entered the financial services industry in 1985 and is a Founder of Iron Point Financial Advisors, Inc. He has earned designations of Chartered Financial Consultant & Chartered Life Underwriter from the American College and...

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Joel Hemmings

Chief Compliance Officer/Registered Principal

(916) 932-4101

916-608-4247

joel@ironpointadvisors.com

CHIEF COMPLIANCE OFFICER/REGISTERED PRINCIPAL: Joel began in financial services in 1994. He earned his bachelor’s degree from California State University Sacramento and holds Finra Series 4,6,7,24,53 and NASAA 63 and 65...
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Blaine Matteoni

OSJ Office Manager and Business Processor

(916) 932-4101

916-608-4247

blaine@ironpointadvisors.com

OSJ Office Manager and Business Processor: Blaine is responsible for managing the office, training the team, and helping ensure that clients have all the information they need at their fingertips. Blaine has been with Iron Point...

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Kathryn Christensen

Registered Office Assistant/Assistant to Rob Santoriello

(916) 932-4101

916-608-4247

kathryn@ironpointadvisors.com

Registered Office Assistant/Assistant to Rob Santoriello: Kathryn began in financial services in 2006. She holds Finra Series 6, NASAA 63 & 65 licenses and CA Insurance license #0G027916. She is a California native, but has traveled...

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Alissa Couchman

Senior OSJ Office Assistant

(916) 932-4101

916-608-4247

alissa@ironpointadvisors.com

Senior OSJ Office Assistant: Alissa has more than a decade of customer service experience and has been a member of Iron Point Financial Advisors since 2014. Alissa and her husband, Cameron, live in Sacramento with their dog Timmy. When...

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Madeline Tuberty

OSJ Office Assistant/Assistant to Rob Santoriello

(916) 932-4101

916-608-4247

madeline@ironpointadvisors.com

OSJ Office Assistant/Assistant to Rob Santoriello: Madeline Tuberty is Iron Point's newest OSJ Office Assistant and Assistant to Rob Santoriello. Madeline has 8 years of customer service experience, 5 of which in a professional office...

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Angel Aguinaldo

Registered Representative

(818) 949-7337

BRANCH OFFICE: 2326 Flintridge Drive, Glendale, CA 91206

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Michael Baird

Registered Representative

(650) 889-6620

BRANCH OFFICE: 1030 Country Club Drive, Suite D, Moraga, CA  94556

CA Insurance License #0H91802

 

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Brian Bannister

Registered Representative

(916) 536-2972

BRANCH OFFICE: 7844 Madison Avenue, Suite 150, Fair Oaks, CA 95628

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Rod Bannister

Registered Representative

(916) 536-2972

BRANCH OFFICE: 7844 Madison Avenue, Suite 150, Fair Oaks, CA 95628
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Arnold Beck, Jr.

Registered Representative

(916) 985-9559

Arnie Beck founded Financial Management Associates (FMA) in April, 1980 and incorporated on October 28, 2002. As President of FMA, Arnie is responsible for managing the business activities of the company. A 1969 graduate of California...

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Kathleen Bing

Registered Representative

(619) 300-1269

Kathleen Bing joined Securities America in 2009. As a Registered Representative, Kathleen brings nearly 20 years of experience in Financial Services and a comprehensive, well rounded focus to her clients’ needs. Rather than a...
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James Bralley

Registered Representative

(916) 536-2972

BRANCH OFFICE: 7844 Madison Avenue, Suite 150, Fair Oaks, CA 95628

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Dave Bressoud

Registered Representative

(530) 753-6527

Dave entered the financial services industry in 1998 after his career as a paramedic was cut short after an accident. He started his career with New York Life, where he met Jerry Sullivan. He became a top producing agent and was...

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Charles Carter

Registered Representative

(925) 575-7011

BRANCH OFFICE: 4115 Blackhawk Plaza Circle, Suite 100, Danville, CA 94506
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Christian Chukwuma, MBA, BFA™

Registered Representative

(925) 443-2800

Christian takes a personal approach in his financial planning practice. He specializes in Retirement income planning, 403B & 401k Management; Behavioral Financial Coaching; Life & Long Term Care Insurance. A 1993 graduate of the...
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Peter Cole

Registered Representative

(916) 444-1122

peter.cole@securitiesamerica.com

BRANCH OFFICE: 2011 P Street, Suite 201, Sacramento, CA 95811
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Olga Garton

Registered Representative

(916) 932-2174

Olga comes from a close knit family that immigrated to the United States from Ukraine. Throughout her upbringing, she was able to witness the hardships families go through and the fruits of hard work. The belief that we can achieve...

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Steven Gary

Registered Representative

530-753-6527

BRANCH OFFICE: 423 F Street, Suite 102, Davis, CA 95616 CA Insurance license # 0A91915
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Kevin Harback

Registered Representative

(530) 847-7030

BRANCH OFFICE: 32625 Park Avenue, Dutch Flat, CA 95714

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David Hartman

Registered Representative

(916) 912-4463

dave@shieldfinancialsolutions.com

BRANCH OFFICE: 2600 E. Bidwell Street, Suite 260, Folsom, CA 95630

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John Hartman

Registered Representative

(916) 631-6889

Entered Financial Services industry in 1987 as founder of John Hartman & Associates. Credentialed as a Chartered Life Underwriter (CLU), Chartered Financial Consultant (ChFC), Registered Health Underwriter (RHU) and Registered Employee...
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Matthew Hefner

Registered Representative

(707) 693-8200

BRANCH OFFICE: 125 N. Lincoln Street, Suite E, Dixon, CA 95620
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Edward Hendricks

Registered Representative

(775) 674-6000

Entered Financial Services industry in 1977. Earned designation of Life Underwriter Training Counsel Fellow 1984. Associates of Arts in criminal Justice 1976, Western Nevada Community College, University of Nevada, Reno system....

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Nancy High

Registered Representative

(360) 629-0335

Nancy S. High has over 30 years experience in the investment industry ranging from banking, investment operations, asset management and now as owner of NSH Retirement Strategies. BRANCH OFFICE: 26231 72nd Ave. NW, Suite 101, Stanwood,...
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Fred Hymans

Registered Representative

(916) 486-4429

BRANCH OFFICE: 1900 Point West Way, Suite 274, Sacramento, CA 95815
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Tom Isenberg

Registered Representative

(530) 626-1029

BRANCH OFFICE: 1460 Rio Tierra Court, Placerville, CA 95667

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Greg Jacobs

Registered Representative

(775) 674-6000

Entered the Insurance and Financial Services industry in March 0f 2000. Bachelor of Science Degree from University of Utah in exercise physiology and is also a certified Athletic Trainer. Currently working towards designation as Life...

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John Joyce

Registered Representative

(916) 932-4101

BRANCH OFFICE: 1110 Iron Point Road, Suite 160, Folsom, CA 95630

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Kenneth "KC" Krichbaum

Registered Representative

(775) 674-6000

BRANCH OFFICE: 190 W. Huffaker Lane #403, Reno, NV 89511
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Marc Kriessmann

Registered Representative

(650) 583-8815

Marc is Managing Director of Hatch Retirement Services. Beyond wealth management, the “Hatch Plan” incorporates advance planning for the important health, family and lifestyle decisions that inevitably arise through the...
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Rashida Lilani

Registered Representative

(916) 782-7752

Early in her career, Rashida realized that if she truly wanted to make a difference in her clients’ lives, she had to be a specialist and work with a smaller segment of individuals. With her personal experiences as a single mom,...

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AiRung Liu

Registered Representative

(510) 870-0725

BRANCH OFFICE: 46560 Fremont Blvd. #302, Fremont, CA 94539

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Michael Long

Registered Representative

(707) 823-3332

BRANCH OFFICE: 7224 Healdsburg Avenue, Sebastopol, CA 95472
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Matthew Lopez

Registered Representative

(530) 677-6001

(530)683-1253

BRANCH OFFICE: 3108 Ponte Morino Drive #220, Cameron Park, CA 95682

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Katheryne McMillan

Registered Representative

(360) 275-9693

BRANCH OFFICE: 575 E Mason Lake Drive S, Grapeview, WA 98546

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Roger Morrison

Registered Representative

(949) 366-4120

Roger Morrison is a 2nd generation Californian. Graduated from UCLA with a business degree in finance and a commission as a Supply Officer in the US Navy. My financial services career started with Dean Witter. Over the years I have...
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Lee Murphy

Registered Representative

(408) 476-6887

Kevin Newhouse

Associate Advisor

(831) 722-3625

BRANCH OFFICE: 195 Aviation Way, Suite 101, Watsonville, CA 95076
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Bobby Payvandi

Registered Representative

(916) 722-1040

Branch Office: 7840 Madison Ave, Suite 157 Fair Oaks, CA 95628

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Patrick Pillsbury

Registered Representative

(530) 893-2685

Entered Financial Services in 1977. Earned designations of Chartered Life Underwriter and Chartered Financial Consultant Professional. Business Administration Degree from California State University, Chico. Past President of the North...
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Jim Putnam

Registered Representative

(916) 755-1040

Branch Office: 7840 Madison Ave, Suite 154 Fair Oaks, CA 95628
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Brian Rambo

Registered Representative

(209) 477-8800

BRANCH OFFICE: 3031 W. March Lane #212W, Stockton, CA 95219

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Thomas Rambo

Registered Representative

(209) 951-5300

BRANCH OFFICE: 3031 W. March Lane #212W, Stockton, CA 95219
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Ronald Riggan

Registered Representative

(916) 217-3311

BRANCH OFFICE: 1465 Great Huron Drive, Santa Rosa, CA 95409
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LaRue Rocha

Registered Representative

(530) 223-5555

BRANCH OFFICE: 448 Redcliff Drive, Suite 213, Redding, CA 96002

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Fred Rogers III

Registered Represenative

(916) 485-3473

fred@rogerswealthplanning.com

BRANCH OFFICE: 1111 Exposition Boulevard, Bldg. 100, Sacramento, CA 95815

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Kathleen Rzeplinski

Registered Representative

(707) 937-4109

BRANCH OFFICE: 11000 Wildwood Lane, Mendocino, CA 95460
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Jerry Sullivan

Registered Representative

(530) 753-6527

Jerry became a financial advisor in order to provide solid, sound advice to the average investor. In today's automated world, he is adamant that nothing can replace the human touch when providing that advice. For that reason he strives...

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Kirk Tang

Registered Representative

(808) 943-2005

BRANCH OFFICE: 1429 Makiki Street, Suite 2-205 Honolulu, HI 96814
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Michael G. Thompson, CPA/PFS

Registered Representative

(650) 349-1040 ext. 202

BRANCH OFFICE: 630 N San Mateo Drive, San Mateo, CA 94401

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James Tintinger

Registered Representative

(916) 932-4101

916-608-4247

jim@ironpointadvisors.com

Jim entered the financial services industry in 1991. He has worked with his clients over the years to create customized retirement income planning solutions. Jim holds a degree from California State University, Sacramento in Business...

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Nick Weber

Registered Representative

(916) 932-4101

Nick Weber holds the Certified Financial Planner™ designation and is a Chartered Retirement Plan Specialist®. His financial planning career began in 2007. He has a wealth of experience advising high net worth individuals and...

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Timothy Wong

Registered Representative

(626) 856-3120

BRANCH OFFICE: 1031 S. Glendora Avenue, West Covina, CA 91790
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Ben Yohanan II

Registered Representative

(650) 583-8815

Ben is President of Hatch Retirement Services. He began his career in financial services in 1991 specializing in retirement plans such as 401(k), 403(b), IRAs, to name a few; he now is the principal of the firm his father started in...
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Ben Young

Registered Representative

(530) 677-6001

Ben has grown into a trusted financial advisor assisting individuals with their financial goals. Ben is truly passionate for advising clients and organizations across the country on the best ways to grow and retain their assets. A...
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Jacob Young

Registered Representative

(831) 722-3625

Jacob Young has been helping clients meet their financial needs since 1996. Jacob learned about the world of investments from his father, who was also a financial planner. After earning his Bachelor of Science degree in International...

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