1110 Iron Point Road
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.
President & CEO
Over 30 years of experience in the Financial Services Industry. A Registered Principal, Financial Advisor, and OSJ Manager for Securities America, Inc., & President, Iron Point Financial Advisors, Inc. Possesses a wealth of knowledge...
Entered Financial Services in 1985. President, Wealth Management and Insurance Services, Inc. Earned designations of Chartered Financial Consultant & Chartered Life Underwriter from the American College. Bachelor of Arts Degree from...
Chief Compliance Officer/Registered Principal
Entered Financial Services in 1994. Bachelor of Arts Degree in Communications from California State University Sacramento. Holds FINRA Series 4,6,7,24,31,53,63, and 65 Securities Licenses. A registered Principal and OSJ Manager for...
OSJ Office Manager and Business Processor
OSJ Office Manager and Business Processor. Prior Life, Health & Disability Agent with seven years of sales experience. Twenty-four years of client service and office management experience in the U.S. Marine Corps, Non-Profit and......
Registered Office Assistant/Assistant to Rob Santoriello
Entered Financial Services in 2006. Holds FINRA Series 6, 63 & 65. CA Insurance 0G27916. Kathryn is a California native, but has traveled around the world and lived in Papua New Guinea for 13 years with her family. She is married to...
Senior OSJ Office Assistant
Senior OSJ Office Assistant. Nine years customer service experience. Member of Iron Point Financial Advisors, Inc. since 2014. SPECIALIZING IN: Client Data Bases Management, Business Processing, Special Projects, and In-Person & Phone...
OSJ Office Assistant
Madeline Tuberty is Iron Point's newest OSJ Office Assistant and Assistant to Rob Santoriello. Madeline has 7 years of customer service experience, 4 of which in a professional office setting. Although new to the Securities Industry,...
BRANCH OFFICE: 2326 Flintridge Drive, Glendale, CA 91206
BRANCH OFFICE: 7844 Madison Avenue, Suite 150, Fair Oaks, CA 95628
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....
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...
BRANCH OFFICE: 1110 Iron Point Road, Suite 160, Folsom, CA 95630
BRANCH OFFICE: 46560 Fremont Blvd. #302, Fremont, CA 94539
BRANCH OFFICE: 3108 Ponte Morino Drive #220, Cameron Park, CA 95682
BRANCH OFFICE: 575 E Mason Lake Drive S, Grapeview, WA 98546
BRANCH OFFICE: 3031 W. March Lane #212W, Stockton, CA 95219
BRANCH OFFICE: 448 Redcliff Drive, Suite 213, Redding, CA 96002
Henry Sandigo entered the Tax and Financial Services Indsutry in 1988. Managing Partner and Founder of HJS Consulting, LLC, a Tax Practice. US Department of Treasury Enrolled Agent. A Registered Tax Preparer with the California Tax...
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...
(650) 349-1040 ext. 202
BRANCH OFFICE: 630 N San Mateo Drive, San Mateo, CA 94401
Entered Financial Services in 1991. Bachelor of Science Degree from California State University, Sacramento in Business Administration specialization in Finance and Financial Planning. A Registered Representative and Investment Advisor...
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...
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...