Find a Financial Advisor in Folsom, CA


 

If you’re searching for smart, sophisticated financial planning and investment solutions, you’ve come to the right place.
 
Everything a modern investor needs – all under one roof.



Folsom Office
97%
client loyalty 25,000+ Clients2
30
years in business $26 Billion AUM4
14th Ranked RIA Barron’s1
Best Financial Advisory Firms USA Today8
Best in Class Ethics NBRI9

Meet Your Folsom Financial Advisory Team


 

Welcome to Allworth Financial’s official headquarters. With a legacy spanning more than three decades, this team of Folsom fiduciary financial advisors has built a reputation for delivering customized and comprehensive financial solutions that address the unique needs of individuals and families throughout the greater Sacramento area.

We’re also the home of Money Matters, one of the longest-running financial radio shows in the country! Hosted by Allworth’s co-founders Scott Hanson and Pat McClain, they channel 60+ years of combined industry experience to answer caller questions with expertise, wit, and humor.

Come see for yourself the personalized attention and dedication that our team of Folsom financial planners brings to the table. We’re conveniently located just off Highway 50 in the Palladio, so we look forward to meeting you.

Dan Leahy
Dan Leahy Financial Advisor CFP®
Folsom, CA Read bio
David Bastoni
David Bastoni Partner Advisor BFA
Folsom, CA Read bio
Davis Blomquist
Davis Blomquist Financial Advisor CFP®
Folsom, CA Read bio
Jerod Yee
Jerod Yee Financial Advisor CFP®
Folsom, CA Read bio
Maria Foppiano
Maria Foppiano Financial Advisor ChFC®
Folsom, CA Read bio
Peter Abi-Nader
Peter Abi-Nader Financial Advisor CFP®
Folsom, CA Read bio
Quinn Carlsen
Quinn Carlsen Financial Advisor CFP®
Folsom, CA Read bio
Folsom

 

340 Palladio Parkway
Suite 501
Folsom, CA 95630

Hours:
8am - 5pm, M-F

(916) 357-5287

 

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