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...
OSJ Office Assistant
Mitch has worked in customer service for over a decade, starting out in the public sector with a background in clerical work as well as Information Technology. Mitch lives in Folsom with his fiance Paige, his two cats: Luna and Eclipse...
Business Development Manager
AiRung Liu is the owner of High Valley Financial Planning Services. High Valley Financial Planning Services is a privately owned, diversified, and full service financial planning firm located in Fremont, California. Ms. Liu comes from...
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
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...
BRANCH OFFICE: 4145 Clares Street, Suite H, Capitola, CA 95010
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: 233 S. Auburn Street, Suite # 205, Colfax, CA, 95713
Entered Financial Services industry in 1987 as founder of John Hartman & Associates. Credentialed as a Chartered Life Underwriter (CLU), Chartered Financial Consultant (ChFC), Registered Health Underwriter (RHU) and Registered Employee...
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....
Nancy S. High has over 30 years experience in the investment industry ranging from banking, investment operations, asset management and now as owner of NSH Retirement Strategies. BRANCH OFFICE: 26231 72nd Ave. NW, Suite 101, Stanwood,...
Fred Hymans, CFP® has spent his career in the financial field including over 20 years’ experience providing comprehensive financial planning and advice to clients in Northern California and in several states across the...
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,...
BRANCH OFFICE: 575 E Mason Lake Drive S, Grapeview, WA 98546
I originally grew up in the Okanogan Valley of north central Washington. As a teenager, my family moved to southern Idaho and at 18 I enlisted in the Army. During my time in the Army, I earned my BA in History from Boise State...
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...
Chris was born in Cleveland, OH and brings his Mid-West values into the practice. He loves building relationships and understands the financial needs of everyday people. He thrives on getting to know client’s concerns and implementing the
BRANCH OFFICE: 7840 Madison Ave, Suite 154 Fair Oaks, CA 95628
BRANCH OFFICE: 6703 S 234th St., Ste. 110, Kent, WA 98032
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...
(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
BRANCH OFFICE: 25881 Spruce Ln. Laguna Hills, CA 92653
BRANCH OFFICE: 622 Crevision Peak Dr. Newman, CA 95369
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...
BRANCH OFFICE: 1031 S. Glendora Avenue, West Covina, CA 91790
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...