2 months ago
A Journey of Six Generations
When Chris Martin IV watches a musician playing the guitar...
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1410 Rocky Ridge Dr
#150
Roseville,
CA
95661
Phone: 916.924.7527
Mon–Fri, 8:00 am–5:00 pm
Wealth Management
Institutional Retirement
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Our Team
CAPTRUST’s Roseville-based advisors provide wealth management services to high-net-worth individuals, business owners, families, and investment advisory services to fiduciaries of corporate retirement plans.
Brian Abad
Vice President,
Financial Advisor
Peter Ashby, CFP®, AWMA®
Vice President,
Financial Advisor
Kelly Brothers, CFP®, MBA®
Principal,
Financial Advisor
Alex Brown, CPA, CFP®
Principal,
Financial Advisor
Lon Burford, CFP®
Principal,
Financial Advisor
Randy Byard
Vice President,
Financial Advisor
Kevin A. Chang, CPA, CFP®, AIF®
Principal,
Financial Advisor
Kyle Clark, CFP®
Vice President,
Financial Advisor
Rob Cook, CPA, CFP®
Financial Advisor,
Financial Planning
Andrew Costello, CFP®
Consultant,
Relationship Manager
Will Gabri, CFP®
Vice President,
Financial Advisor
Michael Genovese, CFP®
Principal,
Financial Advisor
Mark Huffman, JD, CFP®
Vice President,
Financial Advisor
John Lockwood, CFP®, CLU®
Principal,
Financial Advisor
Kathryn McCall, CFP®
Financial Advisor,
Financial Planning
Scott C. Thomas, CFP®, MBA®
Principal,
Financial Advisor
Yen Truong, CFP®
Financial Advisor,
Financial Planning
Rod Waterbury, JD, CFP®
Principal,
Financial Advisor
News & Resources
VESTED Magazine
Announcements
2 months ago
CAPTRUST Bolsters Northern California Presence with Addition of Genovese Burford & Brothers
GBB brings to CAPTRUST 36 new colleagues, including 17 financial...
Resources
3 months ago
Never a Dull Moment
In this installment of Investment Strategy, leaders from CAPTRUST’s Investment...
Wealth Management
3 months ago
Market Update | January 2021
While 2020 was a roller coaster ride, in the end...
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