Financial Advisors in Roseville, CA

Helping you elevate your financial potential

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2901 Douglas Blvd

Suite 250

Roseville, CA 95661

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THE Roseville, ca TEAM

  • Aaron Schmoekel

    Director, Financial Planning

    Roseville, Woodland

    Aaron Schmoekel

  • Bill O'Donnell

    Director, Financial Planning

    Elk Grove, Roseville

    Bill O'Donnell

  • Cameron Ott

    Senior Financial Planner

    Elk Grove, Fresno, Roseville, San Rafael, Silicon Valley, Walnut Creek

    Cameron Ott

  • Fred Ferrara

    Director, Financial Planning

    Elk Grove, Roseville

    Fred Ferrara

  • Maddy Phillips

    Director, Financial Planning

    Roseville

    Maddy Phillips

  • Mark Sikich

    Director, Financial Planning

    Elk Grove, Roseville, San Rafael, Silicon Valley, Walnut Creek

    Mark Sikich

  • Peter Hora

    Director, Financial Planning

    Elk Grove, Roseville

    Peter Hora

  • Zach Lindemann

    Director, Financial Planning

    Elk Grove, Roseville, San Rafael

    Zach Lindemann

 

 

 

 

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Working with us in Roseville, CA

The further you go in your financial life, the more complex it becomes. That’s why you need a partner who can help you plot a course. The Edelman Financial Engines office in Roseville is here for you, serving the greater Sacramento area, including Placer, El Dorado, Amador, Solano, Yolo, Colusa, Sutter, Yuba, Butte, Nevada and Sacramento counties. Whether you’re accumulating wealth, transitioning into retirement or strengthening your legacy, your financial planner is by your side along the way. From tax planning to estate planning, your planner can also tap into our in-house experts for an extra layer of financial planning insight as well as our client service associates who can provide you with additional resources and support.

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