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
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...
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...
Chief Compliance Officer/Registered Principal
OSJ Office Manager and Business Processor
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...
Registered Office Assistant/Assistant to Rob Santoriello
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...
Senior OSJ Office Assistant
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...
OSJ Office Assistant/Assistant to Rob Santoriello
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...
BRANCH OFFICE: 2326 Flintridge Drive, Glendale, CA 91206
BRANCH OFFICE: 1030 Country Club Drive, Suite D, Moraga, CA 94556
CA Insurance License #0H91802
BRANCH OFFICE: 7844 Madison Avenue, Suite 150, Fair Oaks, CA 95628
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...
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...
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...
BRANCH OFFICE: 32625 Park Avenue, Dutch Flat, CA 95714
BRANCH OFFICE: 2600 E. Bidwell Street, Suite 260, Folsom, CA 95630
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....
BRANCH OFFICE: 1460 Rio Tierra Court, Placerville, CA 95667
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
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,...
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: 7840 Madison Ave, Suite 157 Fair Oaks, CA 95628
BRANCH OFFICE: 3031 W. March Lane #212W, Stockton, CA 95219
BRANCH OFFICE: 448 Redcliff Drive, Suite 213, Redding, CA 96002
BRANCH OFFICE: 1111 Exposition Boulevard, Bldg. 100, Sacramento, CA 95815
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
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...
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...