1110 Iron Point Road
We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.
Our team of financial professionals can help you address:
We also can answer your questions, including:
Our experienced professionals have helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situation.
President & CEO
(916) 932-4101 x9
Over 25 years of experience in the Financial Services Industry. A Registered Principal, Financial Advisor, and OSJ Manager for Securities America, Inc., & President, Iron Point Financial Advisors, Inc. Possesses a wealth of knowledge...
(916) 932-4101 x1
Entered Financial Services in 1985. President, Wealth Management and Insurance Services, Inc. Earned designations of Chartered Financial Consultant & Chartered Life Underwriter from the American College. Bachelor of Arts Degree from...
Chief Compliance Officer/Registered Principal
(916) 932-4101 x6
Entered Financial Services in 1994. Bachelor of Arts Degree in Communications from California State University Sacramento. Holds FINRA Series 4,6,7,24,31,53,63, and 65 Securities Licenses. A registered Principal and OSJ Manager for...
OSJ Office Manager and Business Processor
(916) 932-4101 x3
OSJ Office Manager and Business Processor. Prior Life, Health & Disability Agent with seven years of sales experience. Twenty-four years of client service and office management experience in the U.S. Marine Corps, Non-Profit and ...
Registered Office Assistant/Assistant to Rob Santoriello
(916) 932-4101 x2
Entered Financial Services in 2006. Holds FINRA Series 6, 63 & 65. CA Insurance 0G27916. Kathryn is a California native, but has traveled around the world and lived in Papua New Guinea for 13 years with her family. She is married to...
Senior OSJ Office Assistant
(916) 932-4101 x0
Senior OSJ Office Assistant. Nine years customer service experience. Member of Iron Point Financial Advisors, Inc. since 2014. SPECIALIZING IN: Client Data Bases Management, Business Processing, Special Projects, and In-Person & Phone...
OSJ Office Assistant
Madeline Tuberty is Iron Point's newest OSJ Office Assistant and Assistant to Rob Santoriello. Madeline has 7 years of customer service experience, 4 of which in a professional office setting. Although new to the Securities Industry,...