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...
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...
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...
Peter is the founder and director of Insight Financial Group. He is the author of many articles in the financial and psychological fields. Through Insight Financial Group's core services of financial planning, money management...
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...
I take pride in working one on one with all of my clients to really understand their goals and to help guide them through the myriad of complex financial obstacles. There are so many choices and variables involved in managing an...
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....
Fred Hymans, CFP® has spent his career in the financial field including over 20 years’ experience providing comprehensive financial planning and advice to clients in Northern California and in several states across the country...
BRANCH OFFICE: 1460 Rio Tierra Court, Placerville, CA 95667
John's career in financial services began in 2005 in the Financial District of San Francisco with the business banking division of Union Bank of California. After 5 years, he become an advisor with Sutter Wealth Management in Roseville...
BRANCH OFFICE: 3031 W March Ln #212W Stockton, CA 95219
KC has over 21 years’ experience in the financial services industry. He is dedicated to being a valuable resource for businesses and professional advisors throughout Nevada and California...
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...
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,...
AiRung Liu is the owner of High Valley Financial Planning Services. High Valley Financial Planning Services is a privately owned, diversified, and full service financial planning firm located in Fremont, California...
Matthew is a Financial Advisor with Astute Wealth Management. He is based in the Cameron Park office in California. Matthew and his team develop customized financial planning solutions to people all over northern California..
BRANCH OFFICE: 575 E Mason Lake Drive S, Grapeview, WA 98546
My name is Lee Michael Murphy, I’m the host of an award winning career and money focused podcast called The Free Retiree Show, and a wealth manager who helps individuals and companies with their retirement planning...
Kevin Newhouse has been in the financial industry since 2009 and takes great pride in providing top quality client service. He grew up in Santa Cruz County and is a graduate of Aptos High School...
BRANCH OFFICE: 7840 Madison Ave, Suite 157 Fair Oaks, CA 95628
BRANCH OFFICE: 7840 Madison Ave, Suite 154 Fair Oaks, CA 95628
Brian Rambo, CFP®, is the founder and president of Rambo Wealth Management. Beginning in the financial industry in 2004, Brian worked for Morgan Stanley and Edward Jones, and in 2008...
Tom Rambo is a Registered Representative and Investment Advisor Representative with Rambo Wealth Management. Responsible for helping clients choose proper investments, Tom specializes in helping people retire...
BRANCH OFFICE: 448 Redcliff Drive, Suite 213, Redding, CA 96002
BRANCH OFFICE: 1111 Exposition Boulevard, Bldg. 100, Sacramento, CA 95815
Kathleen has lived on the Mendocino Coast since 1977 and has been running her own bookkeeping business for over 35 years. After completing her education at Sacramento State University...
A Northern California native, Allison studied Political Science and received her degree from CSU, Sacramento. She briefly worked in the California Legislature before ultimately deciding on a career in financial services. She got her...
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...
BRANCH OFFICE: 6876 Indiana Ave, #A Riverside, CA 92506
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...
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...
Jacob Young is an independent financial planner that 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.