Advisors at this firm
Mark C
Series 65
Auburn, CA
Vantage Financial Group
Mark Cuniberti is a financial advisor at Vantage Financial Group with 10 years of industry experience. He holds a Series 65 designation and has worked at Hudson Financial Services, Cambridge Investment Research Advisors, and as an independent insurance agent. Outside of financial advising, he owns a water pump supply business and hosts an economic radio talk show. Vantage Financial Group provides discretionary asset management, financial planning, and retirement-plan advisory services to individuals, corporations, and business entities. The firm tailors portfolio management to clients’ goals and risk tolerance, using fundamental and technical analysis, and offers educational public seminars and workshops.
Jess H
Series 65
Auburn, CA
Vantage Financial Group
Jess Hudson is a Series 65 licensed financial advisor at Vantage Financial Group in Auburn, CA, with eight years of industry experience. She previously worked at Cambridge Investment Research Advisors, Inc. and MKB Financial Services before joining Vantage Financial Group, where she has been since 2020. Vantage Financial Group provides discretionary asset management, financial planning, and retirement-plan advisory services to individuals, including high-net-worth clients, as well as corporations and business entities. The firm emphasizes tailored portfolio management based on clients’ goals, time horizons, and risk tolerance, and offers educational seminars and workshops in addition to its advisory services.
Timothy S
Series 65
Auburn, CA
Vantage Financial Group
Timothy Steele is a financial advisor at Vantage Financial Group with five years of industry experience. He holds a Series 65 designation and previously worked at HBW Advisory Services LLC. Outside of finance, he serves as an Associate Professionals Pastor at The Pointe Church, where he preaches, leads a small group, and assists with leadership decisions. Vantage Financial Group provides discretionary asset management, financial planning, and retirement-plan advisory services to individuals, corporations, and business entities. The firm tailors portfolio management to clients’ goals and risk tolerance, using fundamental and technical analysis, and offers educational seminars and workshops at no charge.
Karsten K
Series 66
Springfield, OR
Vantage Financial Group
Karsten Kaczmar is a financial advisor at Vantage Financial Group with seven years of industry experience. He holds a Series 66 designation and has worked previously at Merrill Lynch and First Command Financial Planning. Outside of advising, he has experience working with ride-sharing companies Uber and Lyft. Vantage Financial Group provides discretionary asset management, financial planning, and retirement-plan advisory services to individuals, including high-net-worth clients, as well as corporations and business entities. The firm emphasizes tailored portfolio management based on client goals and risk tolerance, with regular account reviews and educational seminars.