Financial Services

Mutual of Omaha

100 Howe Avenue, Suite 120 South
Sacramento, CA 95825

Jana Salocks

916-861-0050

Member Since: 2019

Do you need a financial plan? Sit down with a professional financial planner who can help you cut through the haze of emotions, prioritize your goals and draw up a roadmap for getting from here to there.

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Charles Schwab & Co.

508 Second St. Suite 110
Davis, CA 95616

Paul Lacoste

(530) 792-8894

Member Since: 2013

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AGR Partners

221 1st Street
Davis, CA 95616

Trevor Warren

9133695857

Member Since: 2016

The AGR team takes a local approach to its global pursuit of prosperous opportunities in the food and agriculture industry.

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Carbahal Olsen Financial Services

1107 Kennedy Pl., Suite 3
Davis, CA 95616

Larry Olsen

530-758-4921

Member Since: 1995

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Symphony Financial Planning - Ann Fagan

1784 Picasso Ave
Davis, CA 95618

Ann Fagan

530-758-2885

Member Since: 1982

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James Belenis, AIF®

508 Second St., Ste. 211
Davis, CA 95616

James Belenis

(530) 564-4236

Member Since: 2013

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Mutual of Omaha Investor Services

100 Howe Avenue
Sacramento, CA 95825

Jana Salocks

9168610050

Member Since: 2021

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Jiaye Guan

2999 Douglas Blvd #350, Roseville, CA 95661
Roseville, CA 95661

Jiaye Guan

480-398-5275

Member Since: 2021

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Edward Jones - Peter Jensen VI, Financial Advisor

750 F Street, Suite 3
Davis, CA 95616

Peter Jensen

530-753-9244

Member Since: 2018

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Jason Heise, CFP® CLU®

707 Commons Drive, Suite 101d
Sacramento, CA 95825

Jason Heise

800-350-4500

650-438-9954

Member Since: 2015

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Edward Jones - Nicole Davis, Financial Advisor

2940 Spafford St. #110
Davis, CA 95618

Nicole Davis

530-753-1957

Member Since: 2013

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Nationwide Insurance - Cedarwood Financial & Insurance Services

1777 Oak Avenue, Suite B
Davis, CA 95616

Andrew Yang

530-753-0700

877-753-0704

Member Since: 2005

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Charles Guenther, CPA

PO Box 369
Davis, CA 95617

Charles Guenther

530-756-7222

Member Since: 2001

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Impact Financial Advisors

2827 Spafford St. Suite B2
Davis, CA 95618

Paul Romo

(855) 728-7285

909-844-6888

Member Since: 2011

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Causeway Strategic Financial Advisors

432 D Street
Davis, CA 95616

Betsy Sullivan

(530) 753-6527

Member Since: 2019

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Edward Jones - David Cougevan, Financial Advisor

1105 Kennedy Place, Ste 4
Davis, CA 95616

David P. Cougevan

530-746-5126

Member Since: 2019

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Edward Jones - Matt Yancey, Financial Advisor

750 F Street Suite 3
Davis, CA 95618

Matt Yancey

530-753-9244

Member Since: 2019

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Symphony Financial Planning

1784 Picasso Ave., Suite D
Davis, CA 95618

Elena Falken

530-758-2885

Member Since: 2018

We provide fee-only financial planning and investment management services to professionals in the public and private sectors throughout the Davis and Sacramento area.

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Jessica A. Brenner CPA