Distance Metro area (25 miles)
- CFA = Chartered Financial Analyst
- CFP = Certified Financial Planner
- ChFC = Chartered Financial Consultant
- CIMA = Certified Investment Management Analyst
- CDFA = Certified Divorce Financial Analyst
- CPA = Certified Public Accountant
- PFS = Personal Financial Specialist
Clarion Advisors is a full service investment advisory firm serving the greater Sacramento CA area. No question is too small. We are available to serve you. We can be reached at (800) 748-6575 or on the web at http://clarionadvisors.com
Our commitment to our clients means you get unbiased advice, not sales. No hidden fees, commissions or proprietary funds to cloud our vision or create conflicts of interest. We are singularly focused on providing advice and solutions that champion your best interests.
Clarion Advisors is a fee-based advisor that puts the interests of the client before our...
Kevin Mounkes (CRD# 2915756) is an Investment Advisor Representative working at Wells Fargo Advisors, LLC in North Highlands, CA and has over 13 years of experience in the finance industry. Kevin Mounkes has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Grant Bledsoe (CRD# 5424910) is an Investment Advisor Representative and founder of Three Oaks Capital Management. He serves clients in the Sacramento & Portland areas, as well as remotely around the country. Grant has over 10 years of experience in the finance industry. You can find Grant's blog at http://abovethecanopy.us.
Jerry Verseput (CRD# 5107727) is President and Principal Advisor working at Veripax Financial Management, LLC in Folsom, CA and has over 10 years of experience in the finance industry. Mr. Verseput is a former engineering manager in the computer industry (Intel Corp), and approaches financial planning and investment management from both a practical and analytical standpoint. Mr. Verseput has been widely quoted in a number of publications, including the Wall Street Journal, NY Times, and many financial magazines.