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
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.
Scott Draper (CRD# 4749531) is an Investment Advisor Representative working at Thrive Financial Planning in El Dorado Hills, CA and has over 14 years of experience in the finance industry. Scott Draper 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.
Rashida Lilani has over 15 years of experience in the financial planning industry. Her firm, Lilani Wealth Management focuses on delivering holistic financial planning and wealth management services, including investments, retirement planning and insurance. She is also a registered representative with broker-dealer, Foothill Securities.
Trevor is an Accredited Investment Fiduciary®, Accredited Asset Management Specialist, practicing Wealth Advisor, and Vice President/CFO of Zeller Kern Wealth Advisors. He began his career at A.G. Edwards, working with Steven Zeller while earning his Master’s degree in Finance at California State University, Sacramento in 2001. During his career, Trevor has focused on providing proactive financial planning and investment management for his clients. He is committed to providing individualized and personal wealth management strategies, offering thoughtful and unique financial planning advice. Trevor...
Richard Nadler (CRD# 1778557) is an Investment Advisor Representative working at Nadler Accountancy Corporation in Orangevale, CA and has 32 year of experience in the finance industry. www.nadlercpa.com
Specializing in estates and trusts