Advisors at this firm
Megan M
Series 63, Series 65
Sacramento, CA
Towerpoint Wealth, LLC
Megan Miller is an Associate Wealth Advisor at Towerpoint Wealth, LLC with three years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at Purshe Kaplan Sterling Investments, the State of California Department of Housing, Apercen Partners, and Keller Williams. Outside of her advisory role, she operated Miller Creations Online from 2019 to 2023. Towerpoint Wealth provides wealth management, financial planning, retirement plan consulting, and portfolio monitoring services to individuals, high-net-worth clients, trusts, estates, and business entities. The firm employs a combination of fundamental, technical, and cyclical analysis along with various trading strategies tailored to client objectives.
Joseph E
Series 63, Series 65
Sacramento, CA
Towerpoint Wealth, LLC
Joseph Eschleman is a financial advisor at Towerpoint Wealth, LLC in Sacramento, CA, with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Purshe Kaplan Sterling Investments, Inc., Wells Fargo Clearing Services, LLC, and Wells Fargo Advisors LLC. Eschleman also advises clients on cryptocurrency investments through Eaglebrook Advisors. Towerpoint Wealth provides wealth management, financial planning, retirement plan consulting, and portfolio monitoring to individuals, high-net-worth clients, trusts, estates, and business entities. The firm uses a combination of fundamental, technical, and cyclical analysis with various trading strategies tailored to client objectives.
Jonathan L
Series 66
Sacramento, CA
Towerpoint Wealth, LLC
Jonathan Laturner is a financial advisor with Towerpoint Wealth, LLC in Sacramento, CA, holding a Series 66 designation and 13 years of industry experience. His prior roles include positions at Purshe Kaplan Sterling Investments and Wells Fargo Advisors. Towerpoint Wealth provides wealth management, financial planning, retirement plan consulting, and portfolio monitoring services to individuals, high-net-worth clients, trusts, estates, and business entities. The firm employs a combination of fundamental, technical, and cyclical analysis across various investment strategies tailored to client objectives.
Nathan B
Series 66
Sacramento, CA
Towerpoint Wealth, LLC
Nathan Billigmeier is a financial advisor at Towerpoint Wealth, LLC with 11 years of industry experience. He holds a Series 66 designation and has worked previously at Purshe Kaplan Sterling Investments, Wells Fargo Clearing, and Wells Fargo Advisors. At Towerpoint Wealth, he serves as Director of Research and Analytics. Towerpoint Wealth provides wealth management, financial planning, retirement plan consulting, and portfolio monitoring to individuals, high-net-worth clients, trusts, estates, and business entities. The firm employs a combination of fundamental, technical, and cyclical analysis, utilizing long-term, short-term, and active trading strategies tailored to client objectives.
Steven P
CFP®, Series 65
Sacramento, CA
Towerpoint Wealth, LLC
Steven Pitchford is a CFP® professional with 10 years of industry experience, currently serving as a financial advisor at Towerpoint Wealth, LLC since 2018. Prior to joining Towerpoint Wealth, he worked at Bingham, Osborn & Scarborough LLC from 2015 to 2017 and took a sabbatical in 2017–2018. Towerpoint Wealth provides wealth management, financial planning, retirement plan consulting, and portfolio monitoring services to individuals, high-net-worth clients, trusts, estates, and business entities. The firm employs a combination of fundamental, technical, and cyclical analysis and utilizes long-term, short-term, and active trading strategies tailored to client objectives.