1110 Iron Point Road
President & CEO
Rob has more than 30 years of experience in the financial services industry. He is a Registered Principal, OSJ Branch Manager, and Financial Advisor. He also serves as President of Iron Point Financial Advisors, Inc. He has a holistic...
Chief Compliance Officer/Registered Principal
OSJ Office Manager and Business Processor
OSJ Office Manager and Business Processor: Blaine is responsible for managing the office, training the team, and helping ensure that clients have all the information they need at their fingertips. Blaine has been with Iron Point...
Registered Office Assistant/Assistant to Rob Santoriello
Registered Office Assistant/Assistant to Rob Santoriello: Kathryn began in financial services in 2006. She holds Finra Series 6, NASAA 63 & 65 licenses and CA Insurance license #0G027916. She is a California native, but has traveled...
Senior OSJ Office Assistant
Senior OSJ Office Assistant: Alissa has more than a decade of customer service experience and has been a member of Iron Point Financial Advisors since 2014. Alissa and her husband, Cameron, live in Sacramento with their dog Timmy. When...
OSJ Office Assistant/Assistant to Rob Santoriello
OSJ Office Assistant/Assistant to Rob Santoriello: Madeline Tuberty is Iron Point's newest OSJ Office Assistant and Assistant to Rob Santoriello. Madeline has 8 years of customer service experience, 5 of which in a professional office...
Business Development Manager
BRANCH OFFICE: 2326 Flintridge Drive, Glendale, CA 91206
BRANCH OFFICE: 1030 Country Club Drive, Suite D, Moraga, CA 94556
CA Insurance License #0H91802
BRANCH OFFICE: 7844 Madison Avenue, Suite 150, Fair Oaks, CA 95628
Arnie Beck founded Financial Management Associates (FMA) in April, 1980 and incorporated on October 28, 2002. As President of FMA, Arnie is responsible for managing the business activities of the company. A 1969 graduate of California...
Dave entered the financial services industry in 1998 after his career as a paramedic was cut short after an accident. He started his career with New York Life, where he met Jerry Sullivan. He became a top producing agent and was...
Christian utilizes a personal approach when partnering with you for your investment needs. As an independent financial advisor, he is able to provide fair, objective and unbiased counsel; he can select only those products and services...
Peter is the founder and director of Insight Financial Group. He is the author of many articles in the financial and psychological fields. Through Insight Financial Group's core services of financial planning, money management...
Olga comes from a close knit family that immigrated to the United States from Ukraine. Throughout her upbringing, she was able to witness the hardships families go through and the fruits of hard work. The belief that we can achieve...
BRANCH OFFICE: 32625 Park Avenue, Dutch Flat, CA 95714
BRANCH OFFICE: 2600 E. Bidwell Street, Suite 260, Folsom, CA 95630
Entered Financial Services industry in 1977. Earned designation of Life Underwriter Training Counsel Fellow 1984. Associates of Arts in criminal Justice 1976, Western Nevada Community College, University of Nevada, Reno system....
BRANCH OFFICE: 1460 Rio Tierra Ct. Placerville, CA 95667
Greg entered the Insurance and Financial Services industry, with the help of his father (who is still actively working in the industry) in March of 2000...
BRANCH OFFICE: 1110 Iron Point Road, Suite 160, Folsom, CA 95630
BRANCH OFFICE: 3031 W March Ln #212W Stockton, CA 95219
Marc is Managing Director of Hatch Retirement Services. Beyond wealth management, the “Hatch Plan” incorporates advance planning for the important health, family and lifestyle decisions that inevitably arise through the...
Early in her career, Rashida realized that if she truly wanted to make a difference in her clients’ lives, she had to be a specialist and work with a smaller segment of individuals. With her personal experiences as a single mom,...
Matthew is a Financial Advisor with Astute Wealth Management. He is based in the Cameron Park office in California. Matthew and his team develop customized financial planning solutions to people all over northern California...
BRANCH OFFICE: 575 E Mason Lake Drive S, Grapeview, WA 98546
My name is Lee Michael Murphy, I’m the host of an award winning career and money focused podcast called The Free Retiree Show, and a wealth manager who helps individuals and companies with their retirement planning...
Kevin Newhouse has been in the financial industry since 2009 and takes great pride in providing top quality client service. He grew up in Santa Cruz County and is a graduate of Aptos High School...
BRANCH OFFICE: 7840 Madison Ave, Suite 154 Fair Oaks, CA 95628
Brian Rambo, CFP®, is the founder and president of Rambo Wealth Management. Beginning in the financial industry in 2004, Brian worked for Morgan Stanley and Edward Jones, and in 2008 joined a small independent broker dealer...
Tom Rambo is a Registered Representative and Investment Advisor Representative with Rambo Wealth Management. Responsible for helping clients choose proper investments, Tom specializes...
BRANCH OFFICE: 448 Redcliff Drive, Suite 213, Redding, CA 96002
BRANCH OFFICE: 1111 Exposition Boulevard, Bldg. 100, Sacramento, CA 95815
Kathleen has lived on the Mendocino Coast since 1977 and has been running her own bookkeeping business for over 35 years. After completing her education at Sacramento State University, she passed a rigorous exam to prepare taxes...
Jerry Sullivan is an independent financial advisor with three decades of experience in the financial services industry. As a Behavioral Financial Advisor...
(650) 349-1040 ext. 202
BRANCH OFFICE: 630 N San Mateo Drive, San Mateo, CA 94401
BRANCH OFFICE: 6876 Indiana Ave, #A Riverside, CA 92506
Nick holds the Certified Financial Planner™ designation, he is an Accredited Investment Fiduciary® and also a Chartered Retirement Plan Specialist®. His financial planning career began in 2007 where he started at...
Ben is a trusted Financial Advisor assisting individuals with their financial goals. Ben is passionate about advising clients and organizations across the country on the best methods to grow and retain their assets...
Jacob Young is an independent financial planner that has been helping clients meet their financial needs since 1996. Jacob learned about the world of investments from his father, who was also a financial planner...