3 weeks ago
The CAPTRUST Community Foundation Announces $1,138,442 in Donations for 2022
The CCF Also Announces 2023...
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Roseville, CA
1410 Rocky Ridge Dr
#150
Roseville,
CA
95661
Phone: 916.924.7527
Mon–Thur, 8:00 am–5:00 pm
Fri, 8:00 am–4:00 pm
Wealth Management
Institutional Retirement
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, CPFA®
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
Andrew Costello, CFP®
Financial Advisor,
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
Marcel Plomteaux
Financial Planning Associate
Scott C. Thomas, CFP®, MBA
Principal,
Financial Advisor
Yen Truong, CFP®
Senior Associate,
Financial Planning
Rod Waterbury, JD, CFP®
Principal,
Financial Advisor
News & Resources
Announcements
Resources
3 weeks ago
Market Update | January 2023
A year ago, markets were coming off one of the...
Resources
3 weeks ago
Charting a Course for 2023
In this edition of Investment Strategy, Sam Kirby of...
Wealth Management
2 months ago
VESTED Voices: Joshua Becker
In this video, get to know Things That Matter author...
