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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.

Please note that our offices will be closed on Wednesday, June 19th in observance of the Juneteenth holiday. Normal business hours will resume on Thursday, June 20th.

97% of Clients Stay With Us2

25,000+ Clients

Best Financial Advisory Firms

USA Today8

14th Ranked RIA

Barron's1

30 Years in Business

$22.5 billion AUM4

Best in Class Ethics

NBRI9

Meet Your Roseville Financial Advisory Team

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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.

Allison Scoggin
Partner Advisor
Steve Eklund
Partner Advisor
Wesley Scoggin
Financial Advisor
Tad Doughty
Financial Advisor
Laurie Kyro
Financial Advisor
Bob Benyamin
Financial Advisor
Beau McGuire
Financial Advisor
Barbara Healy
Financial Advisor
Adam Kint
VP of Advisors, Financial Advisor

Location and Contact Details

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Address

2999 Douglas Blvd
Suite 250
Roseville, CA
Hours: 8am - 5pm, M-F

Services

Our Roseville Team is ready to serve you with expert guidance on:

  • Retirement & Financial Planning
  • Investment Management
  • Coordinated Tax Planning
  • Estate Planning
  • Insurance Services

Latest Insights

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11/26/2024

5 Common Retirement Plan Errors and Tips to Fix

Mistakes happen–Here’s how to correct common 401(k) plan errors. Navigating the intricate rules

11/22/2024

Estate Planning Strategies to Protect Your Family’s Future

Investing is no longer just about stocks, bonds, and mutual funds. Enter the world of alternative investments.

11/22/2024

How to Achieve a Fulfilling Retirement

Investing is no longer just about stocks, bonds, and mutual funds. Enter the world of alternative investments.

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