1 month ago
Investors in Limbo as Fed and Markets Clash
Investors entered the opening quarter of 2023 on the edge...
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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
Resources
Resources
1 month ago
Market Update | April 2023
Despite dramatic headlines this quarter, markets have delivered modest results....
Announcements
3 months ago
Five College Students Awarded CAPTRUST Scholarship
CAPTRUST selected five students to receive the Fall 2022 CAPTRUST...
Announcements
3 months ago
CAPTRUST Unveils Findings from Fifth Annual Endowment & Foundation Survey
Firm Launches Nonprofit-focused Podcast: Mission +...
