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Team

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:

  • Investing principles and strategies
  • Retirement investing and distribution strategies
  • Estate conservation issues
  • Risk management

We also can answer your questions, including:

  • Can I retire early?
  • Are my investments working hard enough?
  • What’s the best approach for college savings?
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?

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.

 

Rob Santoriello

President & CEO

(916) 932-4101 x9

(916) 608-4247

rob@ironpointadvisors.com

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...

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Richard Rios

Founder

(916) 932-4101 x1

(916) 608-4247

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...

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Joel Hemmings

Chief Compliance Officer/Registered Principal

(916) 932-4101 x6

(916) 608-4247

joel@ironpointadvisors.com

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...

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Blaine Matteoni

OSJ Office Manager and Business Processor

(916) 932-4101 x3

(916) 608-4247

blaine@ironpointadvisors.com

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 ...

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Kathryn Christensen

Registered Office Assistant/Assistant to Rob Santoriello

(916) 932-4101 x2

(916) 608-4247

kathryn@ironpointadvisors.com

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...

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Alissa Couchman

Senior OSJ Office Assistant

(916) 932-4101 x0

(916) 608-4247

alissa@ironpointadvisors.com

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...

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Madeline Tuberty

OSJ Office Assistant

(916) 932-4101

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,...

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