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Top 30 financial advisors of 625 near 95693
Out of 400,000+ nationwide
Tony M
CFP®, CFA®
Sacramento, CA
Slalom Wealth Management, LLC
Navigating retirement is one of life's biggest transitions, which is why you shouldn't face it alone. I founded Slalom Wealth in 2018 to help people like you overcome the unknowns of retirement and achieve the clarity, confidence, and support you deserve. I wanted to apply my 20+ years of financial experience to build an independent, fee-only firm that puts relationships first and guides clients through the challenges of retirement. As your financial partner, nothing is off the table. I want to be your first call when you're facing a tough question or new opportunity. As a CERTIFIED FINANCIAL PLANNER™ and a Chartered Financial Analyst® (CFA®), I have a deep commitment to the technical side of finances. But I also have a passion for helping you simplify the complex, answer the right questions, and understand your options so that you can fully enjoy retirement. I proudly live and work as a fiduciary financial advisor in Sacramento, California alongside my wife, Barbara. When I’m not working, you’ll probably find me: Riding my Peloton bike or boating on the Sacramento River Watching a Formula One race (I travel each year to watch one live!) Enjoying a bottle of my favorite wine, a Frank Family Chardonnay
Thomas D
Series 63, Series 65, Series 66
Sacramento, CA
Merrill
Thomas Demarois is a Wealth Management Advisor with Merrill Lynch Wealth Management, where he has worked since 1996. Prior to joining Merrill Lynch, he spent five years as a Bond Trader for a regional bank. His professional focus includes personal retirement planning, portfolio management services, and retirement income. A native of Chico, California, Thomas earned a Bachelor's degree in Business from Chico State University, where he also participated in rugby. He holds the designations of CERTIFIED FINANCIAL PLANNER (CFP) and Personal Investment Advisor (PIA). Outside of his advisory role, Thomas enjoys fishing, golfing, and playing tennis. He has served as a board member of The Cast Hope Foundation, a nonprofit organization dedicated to teaching underprivileged youth the art of fly fishing and an appreciation for the outdoors.
Kenna S
Series 66
Sacramento, CA
Merrill
Kenna Stukas is a Senior Financial Advisor at Merrill Lynch Wealth Management, specializing in personalized wealth management strategies. She collaborates closely with clients to develop financial plans aligned with their individual goals and adapts these strategies to meet changing market conditions. Kenna leverages the investment insights of Merrill and the banking and lending solutions of Bank of America to support her clients' financial objectives. She holds professional designations including Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Kenna earned her Bachelor's Degree from Sonoma State University. She is also actively involved in her community through volunteer work, reflecting Merrill's tradition of community participation.
Hillary R
Series 66
Sacramento, CA
Edward Jones
Albert S
Series 66
Sacramento, CA
Merrill
Albert Solano is a Financial Solutions Advisor (FSA) with Merrill Lynch Wealth Management. In his role, he works closely with clients to develop personalized financial strategies that align with their unique ambitions and priorities. Albert’s approach centers on understanding what matters most to individuals and families to help guide them through areas such as investing, retirement planning, and preparing for unexpected financial challenges. Albert holds a Bachelor's Degree from the University of California, Davis, and has earned the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. He is a member of the Woodland Chamber of Commerce and communicates fluently in both English and Spanish.
Harry W
Series 66
Sacramento, CA
Edward Jones
Gina H
CFP®, Series 63, Series 66
Tustin, CA
Fidelity
Gina Hurford is Vice President and Executive Planning Consultant at Fidelity Investments, a position she has held since 2019. She has extensive experience in financial planning and wealth management, having worked in various advisory roles since 2008. Prior to her current role, she served as a Wealth Management Advisor at TIAA from 2014 to 2018, and held financial planner positions at The Advisory Group of San Francisco, Hokanson Associates, and Christopher Weil & Company. Throughout her career, Gina has focused on building collaborative client relationships, emphasizing attentive listening and understanding clients' backgrounds to help identify their financial objectives. She holds a California Insurance License, which supports her ability to provide comprehensive financial planning services. Gina's approach centers on creating an environment where clients feel at ease, facilitating the development of personalized plans for their financial futures.
Hector R
CFP®, Series 63, Series 66
Woodland, CA
Fidelity
Hector Rodarte is an Investment Consultant at Fidelity Investments, where he has been employed since 2025. He has held multiple roles within Fidelity, including Planning Consultant from 2023 to 2025, Relationship Manager from 2022 to 2023, and Financial Representative from 2021 to 2022. Prior to joining Fidelity, Hector worked as a Financial Planning Services Associate at Northwestern Mutual from 2020 to 2021. In his role, Hector uses a planning-based approach to assist individuals and families in working towards their personal and financial goals. He leverages Fidelity's resources and investment strategies to support clients in aligning their investments with their values and objectives. He holds a California Insurance License. Outside of his professional work, Hector's personal interests include family activities, fishing, fitness, golf, outdoor adventures, and soccer.
Jason M
Series 63, Series 65, Series 66
Rancho Cordova, CA
Fidelity
Jason McClellan is an Investment Consultant currently working at Fidelity Investments since 2024. In his role, he collaborates with clients to develop financial plans tailored to their specific needs, aiming to help them achieve their most important goals. Jason has accumulated experience in the financial industry through various positions at Franklin Templeton Investments from 2018 to 2024, including roles as Internal Advisor Consultant, Internal Sales Representative, Senior Client Representative, and Client Representative. He holds a California Insurance License.
Jon C
Series 63, Series 66
Sacramento, CA
Edward Jones
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Finding advisors...
Top 30 financial advisors of 625 near 95693
Out of 400,000+ nationwide