Address

1130 Iron Point Rd #100
Folsom, CA 95630

Contact

Phone: 916.932.0150

Who We Serve

Individuals & Families Retirement Plan Sponsors

Hours

Mon–Fri, 7:00 am–4:00 pm

See Nearby Locations

Roseville, CA Sacramento, CA

Individuals & Families

Whether you want wealth planning and portfolio management, help with family governance and philanthropic strategies or something different, our financial advisors are ready to help.

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Retirement Plan Sponsors

We support thousands of employer organizations via 3(21), 3(38), and OCIO services, fiduciary partnerships, plan design optimization, financial wellness programs, and more.

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CAPTRUST

Folsom

In the land of opportunity, CAPTRUST’s commitment to objectivity distinguishes our professionals from the rest. Achieving your targets requires an expert team that operates with integrity and intention. Work with our advisors and identify solutions that point you towards financial success.

Our Team

William Altavilla

Principal,
Financial Advisor

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Melissa Cella

Vice President | Financial Advisor

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Scott Gordon

Principal,
Financial Advisor

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Debra Lyn Hightower

Principal,
Financial Advisor

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Ryan Jantzen

Principal,
Financial Advisor

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When you’re working with people and money, it’s really a business of trust. A great financial advisor can take the fear out of financial decisions so people know they’re safe.

Chris Reeg