Pennington Financial Group

Pennington Financial Group (CRD# 171919) is a financial advisory firm headquartered in Gold River, CA. They manage $208,373,086 in 556 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    208
    MILLION
  • Total Number of Accounts
    556
    ACCOUNTS
  • Average Account Value
    $374,772
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, KY

Financial Advisors at Pennington Financial Group
Showing 1 - 4 of 4 top financial advisors.
1
Peter J. Abi-Nader
CRD#: 4600518
11246 Gold Express Drive, Suite 102, Gold River, CA 95670
96
Wealthminder
score

Peter Abi-Nader (CRD# 4600518) is an Investment Advisor Representative working at Pennington Financial Group in Gold River, CA and has over 13 years of experience in the finance industry. Peter Abi-Nader 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.

2
Daniel P. Leahy
CRD#: 4736164
11246 Gold Express Dr., Suite 102, Gold River, CA 95670
96
Wealthminder
score

Daniel Leahy (CRD# 4736164) is an Investment Advisor Representative working at Pennington Financial Group in Gold River, CA and has over 12 years of experience in the finance industry. Daniel Leahy 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.

3
Paul C. Pennington
CRD#: 1249866
11246 Gold Express Dr., Suite 102, Gold River, CA 95670
96
Wealthminder
score

Paul Pennington (CRD# 1249866) is an Investment Advisor Representative working at Pennington Financial Group in Gold River, CA and has over 28 years of experience in the finance industry. Paul Pennington 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.

4
John F. Bauer
CRD#: 3106237
11246 Gold Express Dr., Suite 102, Gold River, CA 95670
93
Wealthminder
score

John Bauer (CRD# 3106237) is an Investment Advisor Representative working at Pennington Financial Group in Gold River, CA and has over 18 years of experience in the finance industry.

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