Broker Check

Team

Nick Weber and John Joyce are Financial Advisors with one mission ... “Putting our clients needs first.” We do this by listening carefully, and understanding each individual’s needs, goals, and dreams. We don't believe in “one size fits all.” Our recommendations are tailored to the individual. In our firm, “good business ethics” is not an out dated idea, it’s how we gain the respect of our clients and our community. We are an Office of Supervisory Jurisdiction (OSJ) for our Broker Dealer, Securities America, Inc., located in Omaha, Nebraska.

Our associate team has decades of experience in the financial services field. Our team members know that working together and sharing their knowledge and experience is the way to satisfy client needs. This process provides you a unique opportunity to work with experienced professionals in the field of financial services planning and the opportunity to pursue the results you want while receiving the special attention you deserve.

Visit the Firm’s website at www.ironpointadvisors.com

 

Nick A Weber, CFP®, AIF®, CRPS®

Certified Financial Planner™

(916) 932-4101 ext. 4

(916) 608-4247

[email protected]

Nick holds the Certified Financial Planner™ designation, he is an Accredited Investment Fiduciary® and also a Chartered Retirement Plan Specialist®. His financial planning career began in 2007...
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John Joyce, CRPS®

Financial Advisor

916-932-4101

916-608-4247

[email protected]

John's career in financial services began in 2005 in the Financial District of San Francisco with the business banking division of Union Bank of California. After 5 years, he become an advisor with Sutter Wealth Management in Roseville...

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Lea Callison

Assistant to Nick Weber & John Joyce

916-932-4101 x 8

906-608-4247

[email protected]

Entered Financial Services in 1995. Born in Santa Rosa, and raised in the Bay Area, Lea is long time resident of Folsom. She moved to Sacramento where she attained her Bachelor’s degree in Human Resources from California State...
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Rob Santoriello

CEO of Iron Point Financial Advisors

9169324101

9166084247

Over 25 years of experience in the Financial Services Industry. A Registered Principal, Financial Advisor and Manager of Business Development for Rios and Associates.

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Kathryn Christensen

Assistant to Rob Santoriello

(916) 932-4101 ext 5

(916) 608-4247

[email protected]

Entered Financial Services in 2006. Holds FINRA Series 6, 63 & 65. CA Insurance 0G27916. Kathryn is a California native, but has traveled around the world and lived in Papua New Guinea for 13 years with her family. She is married to...

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Dick Rios

Financial Advisor

9169324101

9166084247

Entered Financial Services in 1985. Earned designations of Chartered Financial Consultant & Chartered Life Underwriter from the American College. Bachelor of Arts Degree from California State University, Los Angeles.
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Joel Hemmings

Registered Principal

9169324101

9166084247

Entered Financial Services in 1994. Bachelor of Arts Degree in Communications from California State University Sacramento.
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Daryl Clark

Consultant

9165347744

Entered Financial Services in 1972. Earned designations of Chartered Financial Consultant & Chartered Life Underwriter. Bachelor of Arts Degree from Loma Linda University, Loma Linda, CA. Life and Qualifying Member of the Million...
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Blaine Matteoni

Office Manager and Business Processor

9169324101

9166084247

OSJ Office Manager and Business Processor. Prior Life, Health & Disability Agent with seven years of sales and service experience.
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Alissa Couchman

Office Assistant

(916) 932-4101

OSJ Office Assistant. Five years customer service experience. Member of Iron Point Financial Advisors, Inc. since 2014. SPECIALIZING IN: Client Data Bases Management, Business Processing, Special Projects, and In-Person & Phone...
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