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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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        1Barron’s 2024 Top 100 RIA Firms. Barron's© magazine is a trademark of Dow Jones L.P. The ranking of independent advisory companies is based on assets managed by the firms, growth, technology spending, succession planning, and other metrics.

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        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.

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