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