ATSoff Control Panel
State:  
Lori Davis [ChFEBC]
7070 Chicago Court
Alta Loma, CA 91701
Original Certification Date 2005
Organization:
Broker Dealer:
Phone: (951) 218 - 4901 Extension:
Cell:
Fax: () -
Email: loriadavis@earthlink.net
Website:
States Currently Licensed:
CRD #:
CFP Registration ID#:
Primary Insurance Companies:
Primary Investment Companies:
Services:
Additional Information:
Matthew Etzler [CFP, CRC, CRPS and ChFEBC ]
819 Jefferson Street PO Box 100
Red Bluff, CA 96080
Original Certification Date 2005
Organization: Etzler Financial Advisors LLC
Broker Dealer:
Phone: 530-527-6761 Extension:
Cell:
Fax: 530-527-5237
Email: matt@etzlerfinancial.com
Website: www.etzlerfinancial.com
States Currently Licensed:
CRD #: 134022
CFP Registration ID#: 50696
Primary Insurance Companies:
Primary Investment Companies:
Services: Independent, fee-only advisor specializing in retirement planning. I have a fiduciary duty to act in my clients interest at all times. I provide comprehensive, fee-only services, so there are no commissions, no hidden charges, no surprises and no conflicts!
Additional Information: Over two decades of experience: Certified Financial Planner, Certified Retirement Counselor, Chartered Retirement Plans Specialist and Chartered Federal Employee Benefits Consultant. I have been awarded the highest, Five-Star Fiduciary Advisor rating from the Paladin Registry and am one of only a few advisors in the nation admitted to the 403< b >wise Advisor Directory.
Bryce B. Pease [ChFEBC(sm), CFP(r), AIF(r)]
970 S. Village Oaks Suite 104
Covina, CA 91724
Original Certification Date 2005
Organization: Capstone Pacific Investment Strategies, Inc
Broker Dealer:
Phone: (626) 915 - 7006 Extension:
Cell:
Fax: 626-915-8803
Email: bpease@capstonepacificinc.com
Website: www.capstonepacificinc.com
States Currently Licensed: CA
CRD #: 154819
CFP Registration ID#: 137311
Primary Insurance Companies:
Primary Investment Companies:
Services: We have met with hundreds of federal employees and can help answer your burning questions like: how much will I get in retirement? Is it worth it to wait? Should I rollover my TSP or stay put? Should I annuitize my TSP? Do Roth conversions make sense for me?
Additional Information: We can help you estimate: FERS, CSRS and CSRS Offset retirement annuity, life insurance now and at retirement, FERS supplement, value of TSP at retirement based on your contributions and your rate of return. We can help you understand: retirement annuity, survivor benefits, voluntary contribution program (CSRS and CSRS Offset only), flexible spending account, health savings account, long term care for federal employees, government pension offset and windfall elimination for CSRS and finally: disability protection. Also, we help federal employees fill out retirement paperwork for processig by OPM. Retirement benefits and processing are complicated. We can help guide you through the retirement paperwork process.
Matt McDonald [ChFEBC]
8900 Mineral King Ct.
Elk Grove, CA 95624
Original Certification Date 2007
Organization: Legacy Financial Planners, Inc.
Broker Dealer: Multi-Financial Securities
Phone: (866) 204-3379 Extension:
Cell: 916-714-8765
Fax: (775) 269-5376
Email: matt@mattmcdonaldfinancial.com
Website: www.mattmcdonaldfinancial.com
States Currently Licensed: CA, TN, FL, OR, NV, MO
CRD #: 3044380
CFP Registration ID#:
Primary Insurance Companies: I only use "A" rated companies to meet clients health, life, disability, long term care and income needs.
Primary Investment Companies: I am an independent advisor that does not represent any proprietary products. I offer no-load, exchange traded, loaded and advisory accounts to meet my clients needs.
Services: Specializes in helping retirees and pre-retirees with their estate & retirement planning needs. I ensure that all my clients have the strategies & focus to meet their goals.
Additional Information: Securities and advisory services offered through Multi-Financial Securities Corporation, member FINRA, SPIC, an ING Company. Legacy Financial Planners, Inc. and Multi-Financial Secrities Corporation are not affiliated.
Lonnie W. Hood [ChFEBC]
6855 Goot Way
Carmichael , CA 95608
Original Certification Date 2008
Organization: Hood Financial Services
Broker Dealer: Ameritas Investment Corp. (AIC)
Phone: 916-847-2200 Extension:
Cell:
Fax:
Email: lwhood@sbcglobal.net
Website: www.hoodfinancial.net
States Currently Licensed: CA, IL
CRD #: 1112286
CFP Registration ID#:
Primary Insurance Companies: I am an independent agent. I can represent multiple companies. I primarily use John Hancock, ING, Genworth, Old Mutual, Union Central
Primary Investment Companies: Jackson National, Hartford, American Funds, Franklin Templeton Investments, Pimpco, Cole Reit, Ameritas Investment Corp (AIC)
Services: I am a financial Planner specializing in Federal Employees needing retirement planning, Estate Planning, College Planning and Investment advice.
Additional Information: Lonnie Hood is a registered representitive and investment advisor representative offering securities through Ameritas Investment Corp. (AIC) member FINRA, SIPC
Jonathan Whitlock [ChFEBC]
14369 Park Ave Suite 201
Victorville, CA 92392
Original Certification Date 2008
Organization:
Broker Dealer:
Phone: 760-243-2551 Extension:
Cell:
Fax: 760-955-2796
Email: jonathan@ccgemail.us
Website:
States Currently Licensed: CA
CRD #:
CFP Registration ID#:
Primary Insurance Companies:
Primary Investment Companies:
Services:
Additional Information:
Fred Hoffman [RFC, ChFEBC]
1313 Chicago Ave Suite 200
Riverside, CA 92507
Original Certification Date 2009
Organization: Livingston Federal
Broker Dealer: Invest
Phone: 951-656-7290 Extension:
Cell:
Fax: 951-656-7291
Email: fredh@livingstonfederal.com
Website: www.livingstonfederal.com
States Currently Licensed: AL, AZ, CA, FL, TX
CRD #:
CFP Registration ID#:
Primary Insurance Companies: All companies
Primary Investment Companies: All companies
Services: Financial, wealth and estate planning
Additional Information:
Jean Maria Arrigo [ChFEBC]
110 Oxford Street
Irvine, CA 92612
Original Certification Date 2010
Organization:
Broker Dealer:
Phone: 949-856-1941 Extension:
Cell:
Fax: 949-854-8741
Email: jmarrigo@ingfp.com
Website:
States Currently Licensed: CA
CRD #:
CFP Registration ID#:
Primary Insurance Companies:
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Services:
Additional Information:
Tammy Bouyer [ChFEBC]
PO Box 366
Central , CA 93556
Original Certification Date 2010
Organization:
Broker Dealer:
Phone: 760-446-4279  Extension:
Cell:
Fax:
Email: tammy.boyer.lz3u@statefarm.com
Website:
States Currently Licensed: CA
CRD #:
CFP Registration ID#:
Primary Insurance Companies:
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Services:
Additional Information:
Ryan Charlon [ChFEBC]
PO Box 366
Central , CA 93556
Original Certification Date 2010
Organization:
Broker Dealer:
Phone: 760-446-4279  Extension:
Cell:
Fax:
Email: ryan.charlon.90nr@statefarm.com
Website:
States Currently Licensed: CA
CRD #:
CFP Registration ID#:
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Services:
Additional Information:
John Crigler [ChFEBC]
110 Oxford
Irvine, CA 92612
Original Certification Date 2010
Organization:
Broker Dealer:
Phone: 949-856-1941 Extension:
Cell: 949-981-5758
Fax: 949-854-8741
Email: crigler@ingfp.com
Website:
States Currently Licensed: CA
CRD #:
CFP Registration ID#:
Primary Insurance Companies:
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Services:
Additional Information:
Peter Falcone [ChFEBC]
1313 Chicago Avenue Suite 200
Riverside, CA 92507
Original Certification Date 2010
Organization:
Broker Dealer:
Phone: 951-656-7290 Extension:
Cell:
Fax:
Email: peter.falcone@investfinancial.com
Website:
States Currently Licensed: CA
CRD #:
CFP Registration ID#:
Primary Insurance Companies:
Primary Investment Companies:
Services:
Additional Information:
Robert J. Gronski [ChFEBC]
359 Bel Marin Keys Blvd. Suite 28
Novato, CA 94949
Original Certification Date 2010
Organization: Gronski Financial Alliance
Broker Dealer: Lincoln Financial Securities
Phone: 415-382-7696 Extension:
Cell: 415-310-5300
Fax: 415-382-8797
Email: bgronski@securitiesmail.com
Website: www.robertgronski.com
States Currently Licensed: AZ, AL, CA, FL, HI, MA, MI, NV, NM, OR, PA, TX, WA, WI
CRD #: 1027236
CFP Registration ID#:
Primary Insurance Companies: I am an independent investment advisory representative, offering securities and advisory services through Lincoln Financial Securities Corp. I am also a registered principal through Lincoln Financial Corp.
Primary Investment Companies:
Services: I specialize in comprehensive financial planning, particularly for divorced, widowed and single women. Please visit my website (www.robertgronski.com)
Additional Information: As an independent advisor, I work only for my clients.
Robert Shabkie [ChFEBC]
3967 Contre Street
San Diego, CA 92103
Original Certification Date 2010
Organization:
Broker Dealer:
Phone: 619-347-7226 Extension:
Cell:
Fax:
Email: shabkie@gmail.com
Website:
States Currently Licensed: CA
CRD #:
CFP Registration ID#:
Primary Insurance Companies:
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Services:
Additional Information:
Steve Steele [ChFEBC]
29943 Quail Run Drive
Agoura Hills, CA 91301
Original Certification Date 2010
Organization:
Broker Dealer:
Phone: 818-986-4347 Extension: 3
Cell:
Fax:
Email: steven.steele@ingfp.com
Website:
States Currently Licensed: CA
CRD #:
CFP Registration ID#:
Primary Insurance Companies:
Primary Investment Companies:
Services:
Additional Information:
Richard Young [ChFEBC]
1910 Berryman Street
Berkeley, CA 94709
Original Certification Date 2010
Organization:
Broker Dealer:
Phone: 510-559-3828 Extension:
Cell:
Fax:
Email: r-y5@live.com
Website:
States Currently Licensed: CA
CRD #:
CFP Registration ID#:
Primary Insurance Companies:
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Services:
Additional Information:
Jay Akerstein [ChFEBC]
7297 Ranson Road Suite A
San Diego, CA 92111
Original Certification Date 2011
Organization: Income Pros Financial & Insurance Solutions
Broker Dealer:
Phone: 858-437-9508 Extension:
Cell: 858-682-7554
Fax: 858-737-2185
Email: jakerstein@producerpros.com
Website: www.myincomepros.com
States Currently Licensed: CA
CRD #:
CFP Registration ID#:
Primary Insurance Companies: Allianz, AVIVA, American Equity, American National, American General, Genworth, LSW, Great American, North American, Minniesota Life
Primary Investment Companies:
Services: Financial and insurance solutions for pre and post retirees
Additional Information: CA insurance license #0c59280
Natalie Leininger [ChFEBC]
3160 Castro Valley Blvd
Castro Valley , CA 94546
Original Certification Date 2011
Organization:
Broker Dealer:
Phone: 510-299-6336  Extension:
Cell:
Fax:
Email: natalie@leiningerfianancial.com
Website:
States Currently Licensed: CA
CRD #:
CFP Registration ID#:
Primary Insurance Companies:
Primary Investment Companies:
Services:
Additional Information:
Michael M. Mirich [ChFEBC]
7297 Ronson Road Suite A
San Diego, CA 92111
Original Certification Date 2011
Organization: Income Pros Financial & Insurance Solutions
Broker Dealer:
Phone: 858-437-9508 Extension:
Cell: 760-522-3875
Fax: 858-737-2185
Email: sumo@producerpros.com
Website: www.myincomepros.com
States Currently Licensed: CA
CRD #:
CFP Registration ID#:
Primary Insurance Companies: American Equity, North American Life, AVIVA, Allianz, Prudential, F&G, ING, LSW
Primary Investment Companies:
Services: Financial and insurance solutions for pre retirees and retirees
Additional Information: 23 years in the financial services and insurance industry. CA insurance license #0769910
Thaddeus S. Tidd [ChFEBC]
710 Larsel Ave #A2
San Mareo, CA 94401
Original Certification Date
Organization: Benefit Planning
Broker Dealer: Recourse Horizons
Phone: 650-343-1220 Extension:
Cell: 707-481-1225
Fax: 650-347-5401
Email: tstidd@sonic.net
Website:
States Currently Licensed: CA, NV, AZ, OR, WA
CRD #:
CFP Registration ID#:
Primary Insurance Companies: Genworth, Midland National, Prudential, Pacific Life, AXA Equitable
Primary Investment Companies: American Funds, Franklin Funds, Fidelity Funds, Pacific Funds
Services: Federal employee benefit analysis and cousultation. Investment advice under RHG Advisory. Financial need analysis
Additional Information: I am a former federal employee who provides retirement training and financial planning to federal law enforcement agencies and personnel.