Address

1410 Rocky Ridge Dr #150
Roseville, CA 95661

Contact

Phone: 916.924.7527

Who We Serve

Individuals & Families Retirement Plan Sponsors

Hours

Mon–Thur, 8:00 am–4:30 pm
Fri, 8:00 am–4:00 pm

See Nearby Locations

Folsom, 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

Roseville Financial Advisors

Diversifying your portfolio or managing complex accounts is simple when working with a fiduciary that puts you first. By adhering to our strong ethical values, we provide our clients with objective advice for their unique financial goals. Ensure your success by meeting with our local CAPTRUST office in Roseville, CA.

Our Team

Peter Ashby

Vice President,
Financial Advisor

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Kelly Brothers

Principal,
Financial Advisor

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Alex Brown

Principal,
Financial Advisor

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Lon Burford

Principal,
Financial Advisor

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Randy Byard

Vice President,
Financial Advisor

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Choosing a financial advisor is a big deal. Take your time, talk to a few different people, and find a comfort level that will allow you to sit in a room with that person and ask difficult questions. You can even ask, “What do you get paid, and how does it come out of my account?” Most people have no idea what they are paying their financial advisor.

Kelly Brothers