Find a Financial Advisor in Roseville, 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.



Lifestyle3
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 Roseville Financial Advisory Team


 

For more than three decades, our team of fiduciary financial advisors in Roseville, California, has been dedicated to offering exceptional wealth management services tailored to the unique needs of individuals and families throughout the greater Sacramento area. We pride ourselves on developing customized financial plans that adapt to changing market conditions and personal circumstances, and our fiduciary commitment ensures that the advice we provide is in your best interest.

Visit our Roseville financial planners on Douglas Boulevard to experience firsthand what sets Allworth apart from the rest.

Adam Kint
Adam Kint VP of Advisors, Financial Advisor CFP®
Roseville, CA Read bio
Allison Scoggin
Allison Scoggin Partner Advisor CFP®
Roseville, CA Read bio
Barbara Healy
Barbara Healy Financial Advisor CFP®, CRPC®
Roseville, CA Read bio
Beau McGuire
Beau McGuire Financial Advisor CFP®
Roseville, CA Read bio
Bob Benyamin
Bob Benyamin Financial Advisor CFP®
Roseville, CA Read bio
Laurie Hadley
Laurie Hadley Financial Advisor CFP®, CFS®
Roseville, CA Read bio
Steve Eklund
Steve Eklund Partner Advisor
Roseville, CA Read bio
Tad Doughty
Tad Doughty Financial Advisor ChFC®, CFS®
Roseville, CA Read bio
Wesley Scoggin
Wesley Scoggin Financial Advisor CIMA®
Roseville, CA Read bio
Roseville

 

2999 Douglas Blvd
Suite 250
Roseville, CA 95661

Hours:
8am - 5pm, M-F

(916) 787-4565

 

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