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401(k) for Employers

Meet the Retirement Plan Services Team

Marci Binion APA, AIF marci.binion@allworthfinancial.com 916-475-1327
Danny Valenzuela CPFA danny.valenzuela@allworthfinancial.com 916-475-1724
Joseph Mattei retirement plan services advisor joseph.mattei@allworthfinancial.com 469-694-4292

Marci has over 30 years of experience working with companies that offer defined contribution plans, while multi-lingual Danny Valenzuela, who is a graduate of California State University, Long Beach (Business/Finance), and Joseph Mattei, a graduate of The Ohio State University (Business/Finance) have over 35 years of Retirement Plan Services advisory experience between them.

Many people find that their retirement plan feels overwhelming. Need help getting started or making a change to your contribution amount? Are you curious about your retirement plan’s investment options? Want to know if you’re on track to retire well?

Let us help!

Call us at (916) 979-4015 with any questions related to your plan and we’ll help you to understand what you need to do to reach your goals.

Contact Us Today
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At Allworth, we deliver uncompromised financial and investment guidance so people can live rich and meaningful lives.

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1 Barron’s 2020 Top 100 RIA Firms. Scott Hanson (2011, 2012, 2013, 2014, 2015 & 2016) and Pat McClain (2012, 2013, 2014, 2015 & 2016). Barron's© magazine is a trademark of Dow Jones L.P. The ranking reflects the volume of assets overseen by the advisors and their teams, revenues generated for the firms and the quality of the advisors' practices. 

2 Retention Rate Source: Allworth Internal Data, FY 2022

3 The NBRI Circle of Excellence Award is bestowed upon NBRI clients meeting one or both of the following criteria: Total Company score at or above the 75th percentile of the NBRI ClearPath Benchmarking Database and/or improvement of five (5) or more benchmarking percentiles in Total Company score over the previous survey. 

4 As of 7/1/2024, Allworth Financial, an SEC registered investment adviser and AW Securities, a registered broker/dealer have approximately $22.5 billion in total assets under management and administration. 

5 InvestmentNews 2020 and 2021 Best Places to Work for Financial Advisers. The ranking reflects survey responses and scores completed by both employers and employees. Employers report their organization’s workplace policies, practices, and demographics. Employees complete a survey designed to measure the employee experience. 

6  2021 Value of an Advisor Study / Russel Investments

7 Ranked 9th Top Wealth Managers By Growth in Assets in the U.S. from RIA Channel, 2022. RIA Database and RIA Channel are registered trademarks owned by Labworks, LLC.

8 USA Today Best Financial Advisory Firms 2024. The ranking is based on the growth of the companies’ assets under management (AUM) over the short and long term and the number of recommendations they received from clients and peers.

9 NBRI Best in Class Ethics 2023. The Best in Class level is bestowed upon clients performing at or above 90 percentile of the NBRI ClearPath Benchmarking Database.

✢ Scott Hanson, Investment Advisor 2005, 25 most influential people in the financial services industry. The ranking reflects 25 people who Investment Advisor magazine believes have had or will have the greatest influence on the financial services industry.

✼Pat McClain, InvestmentNews 2014, Invest in Others Community Service Award, presented to an advisor who has made an outstanding impact on a community through managerial contributions to a non-profit organization.

†Financial Times, FT 300 Top Registered Investment Advisers, June 2019. The ranking reflects six areas of consideration including the company's years in existence, industry certifications of key employees, AUM, asset growth, SEC compliance record and online accessibility and calculates a numeric score for each company. 

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.