quicker financial planning tool

Robert A. Young
(President / Founder)

I have been a Registered Representative and Registered Principal in the Securities Industry since 1987. I am the Branch Manager of a four person securities office in Woodland, CA where I have owned and operated my business since 1987. I received a Certificate in Personal Financial Planning from U.C. Davis Extension in 1986. I also attended and graduated from a training program with the National Institute for Estate Planners in 2003. I have been a top producer in the securities industry for the past 15 years.

Ron Brown Jr.
(Vice President / Marketing)

Owner of Brown Financial Services Group which has offices in Sacramento, San Diego, and Columbus, OH. We manage money for 200 people with assets under management of 50 million. We practice "love affair marketing" with our clients and our mission is "to cultivate a lifelong friendship" with our clients by providing personalized financial guidance with integrity and exceptional service.