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Financial Professionals Stand Alone - February 2022

In these volatile financial times, it’s more important than ever to manage your funds wisely. Allow some of the region’s premier financial professionals to use their expertise to help you maximize your dollar and plan a more secure future for you and your family. With a variety of services offered, from financial planning and advising to tax preparation to estate planning, Style brings you some of the area’s best—to help you get the most bang for your buck!

In these volatile financial times, it’s more important than ever to manage your funds wisely. Allow some of the region’s premier financial professionals to use their expertise to help you maximize your dollar and plan a more secure future for you and your family. With a variety of services offered, from financial planning and advising to tax preparation to estate planning, Style brings you some of the area’s best—to help you get the most bang for your buck!

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FEBRUARY 2022

from Hisui Sushi

STYLEMG.COM

M A G A Z I N E

featuring

presenting style magazine's annual

P R O F E S S I O N A L S

featuring a selection of

the area's best of the best!

In these volatile financial times, it’s more important than ever to

manage your funds wisely. Allow some of the region’s premier

financial professionals to use their expertise to help you maximize

your dollar and plan a more secure future for you and your family.

With a variety of services offered, from financial planning and

advising to tax preparation to estate planning, Style brings you some

of the area’s best—to help you get the most bang for your buck!

STYLE MAGAZINE

FEBRUARY 2022 FOOD | HOME | COMMUNITY | EVENTS | ARTS | LIFE

STYLEMG.COM

head

east!

Chef‘s Choice Nigiri

30+

SPECIAL

ISSUE!

EDUCATION GUIDE

and

FINANCIAL PROS

and

VALENTINE'S DAY

GIFT GUIDE

Must-Try

Asian

Eats

PLUS

Restaurant

Josephine

Top 10

Drive-Thrus

Pink Drinks

As seen in the

February 2022

Issue of Style

Magazine

Style Magazine

stylemg.com


presenting style magazine's annual

P R O F E S S I O N A L S

featuring a selection of

the area's best of the best!

In these volatile financial times,

it’s more important than ever

to manage your funds wisely.

Allow some of the region’s

premier financial professionals

to use their expertise to help

you maximize your dollar and

plan a more secure future for

you and your family. With a

variety of services offered, from

financial planning and advising

to tax preparation to estate

planning, Style brings you some

of the area’s best—to help you

get the most bang for your buck!

SPECIAL ADVERTISING

Luz Johnson, Financial Advisor

LPL Financial

8856 Greenback Ln. Ste C // Orangevale

916-241-3046 // luzjohnsonlpl.com // Lic. #0F61776

Member FINRA/SIPC

SECTION

Luz Johnson became

an advisor in January

2007. As she worked

through the market

downturn of 2008, she

learned the importance of

educating her clients about

their investment goals

during both the peaks and

valleys of the market cycles.

When she transitioned to LPL

in 2010 She wanted to offer

her clients investments and

services that fit their needs

through a holistic approach.

In addition to being an

advisor, she serves as a

board member for the

Orangevale Chamber of

Commerce and Del Oro

Caregiver's Resource Center.

She is married to her

husband Paul and they have

one son, Matthew.

PSG

Certified Public Accountants

9257 Sierra College Blvd., Ste. B // Roseville

916-791-3120 // psgcpas.com

PSG’s goal is to keep businesses on

the right track in an increasingly

complex environment. The team is

committed to staying up to date

with ever-changing laws and regulations that

impact tax liability. PSG strives to provide

the highest level of tax services with a

professional yet personal approach.

Arnaz Financial, Inc.

John Arnaz, Mortgage Broker

888 Farley Ct. // Folsom

916-496-1919 // www.arnazfinancial.com

NMLS # 1803704 // CA DRA # 02077955

NMLS ID: 350241

CA DRE: 01314400

Smart financial planning encompasses several diverse

areas.

For many, buying a home is often the largest

financial investment they will ever make, and one

that can make a huge difference in their long-term financial

goals.

That's why it's vital to obtain the best possible terms on a

new home purchase or home refinance. At Arnaz Financial,

Inc., we are committed to helping with just that. We are

a local independent mortgage broker providing the best

combination of wholesale mortgage rates and customer

service.

Brokers have access to a variety of loan options big and small

for the best interest rate, monthly payment amounts, and

loan products. Voted best mortgage broker 3 years in a row.

(2019-2021)

When buying a home or refinancing an existing home, we

work with the other professionals involved such as escrow

officers, realtors, appraisers, and others to act as your liaison

keeping the process smooth and as efficient as possible.

But don’t take our word for it…head to our website to check

out testimonials from recent clients. We look forward to

working with you!

82 stylemg.com | FEBRUARY 2022 | /stylemediagroup /stylemediagroup /stylemediagroup /stylemags


SPECIAL ADVERTISING

SECTION

Rhett Beal, CHSNC | Financial Advisor

& Vice President

Van Hulzen Financial Advisors

4370 Town Center Dr. Ste 220 // El Dorado Hills

916-347-4331 // vanhulzenadvisors.com

In my own life, I understand the emotions

that come with uncertainty and an unknown

road. Early in my career as a financial

advisor, my wife and I were approached to

be the future caregivers to my brother-in-law

who has a learning disability. We agreed, but

quickly learned we were not well prepared for

the challenges that would come. This inspired me

to pursue my true passion helping other families,

like mine, understand their options. Knowing the

busyness, concerns, and joys that are inherent to

families with complex care needs, I can develop

relationships on a more personal level.

Early in the discovery process, I found a hole

in traditional service models available to this

community by asking parents a simple question.

When’s the last time you went on a vacation

without your child? Many looked at me with

confusion, what do you mean? Parents are required

to be so focused on the complex care needs of

their loved one, they haven’t had an opportunity to

care for themselves.

So, we flipped the traditional model on its head by

intentionally focusing on the parents first, rather

than the child first. Our goal is to help parents

recapture their own hopes AND dreams AND to

remove the fear of an unknown future caregiver.

This works beautifully because to help parents

achieve their goals, we must also solve for the

child’s complex care needs as well. By putting the

parents first, we are ensuring the parents lives and

wellbeing are participants in the family plan, rather

than neglected bystanders.

We’ve solved this complex problem through our

own GONE transition planning and financial planning

services to allow parents to dream dreams they’ve

not had in years.

For those ready, my first question to you is, where

do you want to vacation to?

FEBRUARY 2022 | stylemg.com 83


SPECIAL ADVERTISING

SECTION

UNSURE WHETHER

YOU CAN RETIRE?

LET’S TALK.

THE BEST JUST GOT BETTER!

Pacific Investment Consultants is

now CAPTRUST

Our professional team, including Christeen Reeg, Scott

Gordon, Bill Altavilla, Debbie Hightower, and Ryan Jantzen,

will continue to offer the same high-quality service you

have come to expect from us. The Folsom team joins two

other CAPTRUST office locations in the Sacramento Valley,

including Sacramento and Roseville.

CAPTRUST Folsom | 1130 Iron Point Road, Suite 100

Folsom, CA 95630 | 916.932.0150

captrust.com/Folsom | captrust.com/Sacramento | captrust.com/Roseville

AD21_028

John Zezini, CFP®

Wealth Manager

4944 Windplay Drive, #115,

El Dorado Hills, CA 95762

916-400-9791

john@granitebaywealth.com

CA Insurance Lic. 0B41055

www.granitebaywealth.com

John Zezini is a registered representative with and securities offered

through LPL Financial, Member FINRA/SIPC.Investment advice offered

through Granite Bay Wealth Management, a Registered Investment

Advisor and separate entity from LPL Financial

Granite Bay Wealth Management-El Dorado Hills Financial Planner-Style-Magazine-0222.indd 1/15/22 1 9:02 AM

Managing your money

your way

You have places to go and people to see. Stay on top

of your finances when and where it’s convenient for

you — with your laptop or mobile device, in a branch,

or at one of our ATMs. At Wells Fargo, it’s all about

making your banking easier.

Call, click, or make an appointment with a

banker today.

wellsfargo.com/locator

© 2021 Wells Fargo Bank, N.A. All rights reserved. Member FDIC.

6958902-19 MOD: 1090

84 stylemg.com | FEBRUARY 2022 | /stylemediagroup /stylemediagroup /stylemediagroup /stylemags


SPECIAL ADVERTISING

SECTION

Ideal Life Financial Advisors

Wealth Advisors

4944 Windplay Dr. Ste. #115 // El Dorado Hills

916-235-4646 // www.IdealLifeAdvisors.com

At Ideal Life Financial Advisors, we truly believe that

life is about more than just money. We aspire to help

all of our clients live a happier, healthier and better

quality of life.

We aim to partner with and inspire our clients to live their Ideal

Life by making informed and thoughtful financial decisions to

benefit them and their families.

This doesn’t have to be challenging.

Open your eyes and exhale.

At our firm, we take the time to get to know you, your

financial needs and your investment goals. Only then do we

create a flexible plan completely tailored to you that helps you

navigate through all stages of your journey. As your life evolves,

we will be here to help you navigate through retirement and

life changes such as births, weddings and college planning.

As you grow, we grow - together building a diligent and

comprehensive process and plan.

Wealth Advisors, Gabriella Lundqvist and Daniel Poppers,

partnered with Senior Business Consultant, Jim den Dulk in

2020, creating a team with over 50 years combined financial

industry experience.

We are dedicated to your investment and financial planning

needs. Live your Ideal Life!

Helping generations

achieve their goals.

Since Ameriprise Financial was founded back in 1894, we have been committed to putting clients first.

Helping generations plan for the expected and unexpected. As an Ameriprise financial advisor, I remain

true to our vision of always putting clients’ needs first. Discover how you can benefit from the strength of

a global leader and the heart of a one-to-one relationship.

Adam C. Ellison

Financial Advisor

Senior Vice President of Trinity Wealth Advisors

Trinity Wealth Advisors

A private wealth advisory practice of

Ameriprise Financial Services, LLC

916.351.0000

1130 Iron Point Rd, Ste 150

Folsom, CA 95630

adam.ellison@ampf.com

ameripriseadvisors.com/adam.ellison

Not Federally Insured | No Financial Institution Guarantee | May Lose Value

CA Insurance #0I78013

The Compass is a trademark of Ameriprise Financial, Inc.

Ameriprise cannot guarantee future financial results.

Ameriprise Financial Services, LLC. Member FINRA and SIPC.

© 2021 Ameriprise Financial, Inc. All rights reserved.

FEBRUARY 2022 | stylemg.com 85


SPECIAL ADVERTISING

SECTION

’21

stylemg.com

Clint Herndon, CPA

1847 Iron Point Rd., Ste. 180

Folsom

916-850-0245

clint@nextpeakcpa.com

www.nextpeakcpa.com

Iam proud to have been chosen

as the #1 Best Accountant

in the Folsom/El Dorado Hills

area for the third year! Next

Peak CPA Inc.'s mission is to serve

our clients and our community by

providing expert tax, accounting and

business consulting. Our job is to help

empower our clients to be able to

pursue their passions and purpose.

We continue to offer our Next Peak

podcast where my cohost, Dr. Parker

Houston, and I seek to inspire people

to succeed in life and business.

Check it out at

www.nextpeakpodcast.com

Our services include:

• Tax planning and preparation for

individuals and businesses

• Business consulting

• Forensic accounting

• Bookkeeping

• Contract controller/CFO work

86 stylemg.com | FEBRUARY 2022 | /stylemediagroup /stylemediagroup /stylemediagroup /stylemags


FEBRUARY 2022

STAY UP TO DATE ON ALL OF

THE LOCAL GOINGS-ON!

Pick up the new issue of STYLE Magazine and follow us online.

STYLE MAGAZINE

FEBRUARY 2022 FOOD | HOME | COMMUNITY | EVENTS | ARTS | LIFE

STYLEMG.COM

Chef‘s Choice Nigiri

from Hisui Sushi

STYLEMG.COM

M A G A Z I N E

head

east!

30+

SPECIAL

ISSUE!

featuring

EDUCATION GUIDE

and

FINANCIAL PROS

and

VALENTINE'S DAY

GIFT GUIDE

Must-Try

Asian

Eats

PLUS

Restaurant

Josephine

Top 10

Drive-Thrus

Pink Drinks

M A G A Z I N E

/stylemediagroup /stylemediagroup /stylemediagroup /stylemags

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