Broker Check

3433 American River Drive
Ste. B
Sacramento, CA 95864

Phone: (916) 273-7676
Fax: (916) 273-9209




Bruce Kajiwara has been in the financial services industry since 1979, when he began work as a public accountant for one of the Big Eight CPA Firms, Price Waterhouse, in their Los Angeles office. Following that, he worked for various...

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Patti is a graduate of California State University, Chico. She worked for Franklin Templeton Mutual Fund Co. in their Dealer Services Department before moving to Portland, Oregon in 2000. There, she worked for Rosenbaum Financial as...

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Chris has been in the brokerage business for close to 20 years. He graduated from California State University, Chico with a degree in business focusing in Finance. He worked in a variety of businesses after college before landing a job...

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Kerry Brenes

Administrative Assistant

(916) 273-7676

(916) 273-9209

Kerry is a graduate of College of Notre Dame in Belmont California where she earned a Business Administration Degree. Upon graduation she worked for 15 years at a major bank in San Francisco holding various positions before moving back...

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Brad was born and raised in Sacramento where he graduated from California State University, Sacramento with a degree in Public Relations. He was worked in a variety of different industries before settling into financial planning in...

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