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Folsom, CA

340 Palladio Parkway
Suite 501
Folsom, CA
Hours: 8am - 5pm, M-F

9th in AUM Growth

RIA Channel8

Top 100 RIA Firm

Barron's1

4th Fastest Growing RIA

FA Magazine2

Best in Class Advisors

NBRI3

$14 Billion

Assets Under Management4

29 Years in Business

17,000+ Clients

Best Places to Work

InvestmentNews5

About Our Folsom Office

At Allworth Financial, meeting your financial needs is our top priority. Can’t make it to our Sacramento or Roseville offices? No problem. We also have a team in Folsom that’s committed to giving you straightforward financial and retirement advice. 

Don’t forget: every weekend you can hear Money Matters, our weekly, call-in radio show, on NewsRadio KFBK. Hosted by our founders, Scott Hanson and Pat McClain, Money Matters is one of the longest-running financial radio shows in the country.

Located off Highway 50, the team at our Folsom office works with you to offer guidance on:

  • Retirement and Financial Planning
  • Investment Management
  • Tax Services
  • Estate Planning

Meet Our Financial Advisory Team

Dave Cox of Allworth Financial
Dave Cox
CFP®, CFS®
Kevin Duffy of Allworth Financial
Kevin Duffy
CFP®, MSF®
Lauren Williams of Allworth Financial
Lauren Williams
CFP®, CRPC®, MBA®
Laurie Kyro of Allworth Financial
Laurie Kyro
CFP®, CFS®

Other Nearby Office Locations

3017 Douglas Blvd
Suite 140
Roseville, CA 95661
916-787-4565
8775 Folsom Blvd
Suite 100
Sacramento, CA 95826
916-482-2196
5140 Business Center Drive
Suite 105
Fairfield, CA 94534
707-299-3868

Latest Insights

May 2022 Market Update

So far this year there’s been nowhere to hide on Wall Street. But why? Allworth’s Chief Investment Officer takes a deeper look at what’s causing the sell-off in both the stock and bond markets (and also shares why there’s reason to be optimistic).

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Thinking of relocating in retirement? 4 things to consider

Ready for a change of scenery in retirement? Before you pack your bags and make a permanent move, Allworth Co-CEO Scott Hanson shares a few reminders about some of the challenges that can come with living in a new city or country.

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Not everyone needs life insurance (but here are 6 times when you might)

Contrary to popular belief, not everyone needs life insurance. But it could make sense depending on your situation. Allworth Co-CEO Scott Hanson outlines a few of the most common reasons to buy a policy.

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