Broker Check

Meet Our Team

Our team approach adds perspective to all we do and helps to provides  benefits to our clients.

Robert Kitz, CLU®

Investment Adviser Representative

(916) 929-1020 x214

I am an Investment Advisor Representative, and have been working with individuals and businesses in the Sacramento area for close to 40 years and counting. I'm committed to helping people pursue their financial goals. I offer a wide...

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Fredric Bocceri

Chartered Financial Consultant

(916) 929-1020

Fifth generation native Californian. Started in the business with Penn Mutual in 1975. Formed the firm in 1985 and has since continued providing Estate and financial planning services for the professional, business owners, and their...
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