1 week ago
Planned Giving Strategies for Individuals
Planned giving, also known as gift planning or legacy giving,...
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Sacramento, CA
740 University Ave
Sacramento,
CA
95825
Phone: 916.924.7527
Mon–Fri, 8:00 am–5:00 pm
Wealth Management
Institutional Retirement
Our Team
CAPTRUST’s Sacramento-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
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
Pamela Rodriguez, CFP®
Vice President,
Financial Advisor
Scott C. Thomas, CFP®, MBA
Principal,
Financial Advisor
Yen Truong, CFP®
Senior Associate,
Financial Planning
Rod Waterbury, JD, CFP®
Principal,
Financial Advisor
News & Resources
Wealth Management
Announcements
1 month ago
CAPTRUST Named on NAPA Women Advisors List
Thirteen CAPTRUST Advisors recognized on NAPA’s Top Women Advisors...
Resources
1 month ago
Market Update | October 2022
Coming into 2022, investors had enjoyed three years of terrific...
Resources
1 month ago
Fed Plowing Ahead, in the Dark
The third quarter of 2022 saw rising inflation and recession...
