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!
You also want an ePaper? Increase the reach of your titles
YUMPU automatically turns print PDFs into web optimized ePapers that Google loves.
FEBRUARY <strong>2022</strong><br />
from Hisui Sushi<br />
STYLEMG.COM<br />
M A G A Z I N E<br />
featuring<br />
presenting style magazine's annual<br />
P R O F E S S I O N A L S<br />
featuring a selection of<br />
the area's best of the best!<br />
In these volatile financial times, it’s more important than ever to<br />
manage your funds wisely. Allow some of the region’s premier<br />
financial professionals to use their expertise to help you maximize<br />
your dollar and plan a more secure future for you and your family.<br />
With a variety of services offered, from financial planning and<br />
advising to tax preparation to estate planning, Style brings you some<br />
of the area’s best—to help you get the most bang for your buck!<br />
STYLE MAGAZINE<br />
FEBRUARY <strong>2022</strong> FOOD | HOME | COMMUNITY | EVENTS | ARTS | LIFE<br />
STYLEMG.COM<br />
head<br />
east!<br />
Chef‘s Choice Nigiri<br />
30+<br />
SPECIAL<br />
ISSUE!<br />
EDUCATION GUIDE<br />
and<br />
FINANCIAL PROS<br />
and<br />
VALENTINE'S DAY<br />
GIFT GUIDE<br />
Must-Try<br />
Asian<br />
Eats<br />
PLUS<br />
Restaurant<br />
Josephine<br />
Top 10<br />
Drive-Thrus<br />
Pink Drinks<br />
As seen in the<br />
<strong>February</strong> <strong>2022</strong><br />
Issue of Style<br />
Magazine<br />
Style Magazine<br />
stylemg.com
presenting style magazine's annual<br />
P R O F E S S I O N A L S<br />
featuring a selection of<br />
the area's best of the best!<br />
In these volatile financial times,<br />
it’s more important than ever<br />
to manage your funds wisely.<br />
Allow some of the region’s<br />
premier financial professionals<br />
to use their expertise to help<br />
you maximize your dollar and<br />
plan a more secure future for<br />
you and your family. With a<br />
variety of services offered, from<br />
financial planning and advising<br />
to tax preparation to estate<br />
planning, Style brings you some<br />
of the area’s best—to help you<br />
get the most bang for your buck!<br />
SPECIAL ADVERTISING<br />
Luz Johnson, <strong>Financial</strong> Advisor<br />
LPL <strong>Financial</strong><br />
8856 Greenback Ln. Ste C // Orangevale<br />
916-241-3046 // luzjohnsonlpl.com // Lic. #0F61776<br />
Member FINRA/SIPC<br />
SECTION<br />
Luz Johnson became<br />
an advisor in January<br />
2007. As she worked<br />
through the market<br />
downturn of 2008, she<br />
learned the importance of<br />
educating her clients about<br />
their investment goals<br />
during both the peaks and<br />
valleys of the market cycles.<br />
When she transitioned to LPL<br />
in 2010 She wanted to offer<br />
her clients investments and<br />
services that fit their needs<br />
through a holistic approach.<br />
In addition to being an<br />
advisor, she serves as a<br />
board member for the<br />
Orangevale Chamber of<br />
Commerce and Del Oro<br />
Caregiver's Resource Center.<br />
She is married to her<br />
husband Paul and they have<br />
one son, Matthew.<br />
PSG<br />
Certified Public Accountants<br />
9257 Sierra College Blvd., Ste. B // Roseville<br />
916-791-3120 // psgcpas.com<br />
PSG’s goal is to keep businesses on<br />
the right track in an increasingly<br />
complex environment. The team is<br />
committed to staying up to date<br />
with ever-changing laws and regulations that<br />
impact tax liability. PSG strives to provide<br />
the highest level of tax services with a<br />
professional yet personal approach.<br />
Arnaz <strong>Financial</strong>, Inc.<br />
John Arnaz, Mortgage Broker<br />
888 Farley Ct. // Folsom<br />
916-496-1919 // www.arnazfinancial.com<br />
NMLS # 1803704 // CA DRA # 02077955<br />
NMLS ID: 350241<br />
CA DRE: 01314400<br />
Smart financial planning encompasses several diverse<br />
areas.<br />
For many, buying a home is often the largest<br />
financial investment they will ever make, and one<br />
that can make a huge difference in their long-term financial<br />
goals.<br />
That's why it's vital to obtain the best possible terms on a<br />
new home purchase or home refinance. At Arnaz <strong>Financial</strong>,<br />
Inc., we are committed to helping with just that. We are<br />
a local independent mortgage broker providing the best<br />
combination of wholesale mortgage rates and customer<br />
service.<br />
Brokers have access to a variety of loan options big and small<br />
for the best interest rate, monthly payment amounts, and<br />
loan products. Voted best mortgage broker 3 years in a row.<br />
(2019-2021)<br />
When buying a home or refinancing an existing home, we<br />
work with the other professionals involved such as escrow<br />
officers, realtors, appraisers, and others to act as your liaison<br />
keeping the process smooth and as efficient as possible.<br />
But don’t take our word for it…head to our website to check<br />
out testimonials from recent clients. We look forward to<br />
working with you!<br />
82 stylemg.com | FEBRUARY <strong>2022</strong> | /stylemediagroup /stylemediagroup /stylemediagroup /stylemags
SPECIAL ADVERTISING<br />
SECTION<br />
Rhett Beal, CHSNC | <strong>Financial</strong> Advisor<br />
& Vice President<br />
Van Hulzen <strong>Financial</strong> Advisors<br />
4370 Town Center Dr. Ste 220 // El Dorado Hills<br />
916-347-4331 // vanhulzenadvisors.com<br />
In my own life, I understand the emotions<br />
that come with uncertainty and an unknown<br />
road. Early in my career as a financial<br />
advisor, my wife and I were approached to<br />
be the future caregivers to my brother-in-law<br />
who has a learning disability. We agreed, but<br />
quickly learned we were not well prepared for<br />
the challenges that would come. This inspired me<br />
to pursue my true passion helping other families,<br />
like mine, understand their options. Knowing the<br />
busyness, concerns, and joys that are inherent to<br />
families with complex care needs, I can develop<br />
relationships on a more personal level.<br />
Early in the discovery process, I found a hole<br />
in traditional service models available to this<br />
community by asking parents a simple question.<br />
When’s the last time you went on a vacation<br />
without your child? Many looked at me with<br />
confusion, what do you mean? Parents are required<br />
to be so focused on the complex care needs of<br />
their loved one, they haven’t had an opportunity to<br />
care for themselves.<br />
So, we flipped the traditional model on its head by<br />
intentionally focusing on the parents first, rather<br />
than the child first. Our goal is to help parents<br />
recapture their own hopes AND dreams AND to<br />
remove the fear of an unknown future caregiver.<br />
This works beautifully because to help parents<br />
achieve their goals, we must also solve for the<br />
child’s complex care needs as well. By putting the<br />
parents first, we are ensuring the parents lives and<br />
wellbeing are participants in the family plan, rather<br />
than neglected bystanders.<br />
We’ve solved this complex problem through our<br />
own GONE transition planning and financial planning<br />
services to allow parents to dream dreams they’ve<br />
not had in years.<br />
For those ready, my first question to you is, where<br />
do you want to vacation to?<br />
FEBRUARY <strong>2022</strong> | stylemg.com 83
SPECIAL ADVERTISING<br />
SECTION<br />
UNSURE WHETHER<br />
YOU CAN RETIRE?<br />
LET’S TALK.<br />
THE BEST JUST GOT BETTER!<br />
Pacific Investment Consultants is<br />
now CAPTRUST<br />
Our professional team, including Christeen Reeg, Scott<br />
Gordon, Bill Altavilla, Debbie Hightower, and Ryan Jantzen,<br />
will continue to offer the same high-quality service you<br />
have come to expect from us. The Folsom team joins two<br />
other CAPTRUST office locations in the Sacramento Valley,<br />
including Sacramento and Roseville.<br />
CAPTRUST Folsom | 1130 Iron Point Road, Suite 100<br />
Folsom, CA 95630 | 916.932.0150<br />
captrust.com/Folsom | captrust.com/Sacramento | captrust.com/Roseville<br />
AD21_028<br />
John Zezini, CFP®<br />
Wealth Manager<br />
4944 Windplay Drive, #115,<br />
El Dorado Hills, CA 95762<br />
916-400-9791<br />
john@granitebaywealth.com<br />
CA Insurance Lic. 0B41055<br />
www.granitebaywealth.com<br />
John Zezini is a registered representative with and securities offered<br />
through LPL <strong>Financial</strong>, Member FINRA/SIPC.Investment advice offered<br />
through Granite Bay Wealth Management, a Registered Investment<br />
Advisor and separate entity from LPL <strong>Financial</strong><br />
Granite Bay Wealth Management-El Dorado Hills <strong>Financial</strong> Planner-Style-Magazine-0222.indd 1/15/22 1 9:02 AM<br />
Managing your money<br />
your way<br />
You have places to go and people to see. Stay on top<br />
of your finances when and where it’s convenient for<br />
you — with your laptop or mobile device, in a branch,<br />
or at one of our ATMs. At Wells Fargo, it’s all about<br />
making your banking easier.<br />
Call, click, or make an appointment with a<br />
banker today.<br />
wellsfargo.com/locator<br />
© 2021 Wells Fargo Bank, N.A. All rights reserved. Member FDIC.<br />
6958902-19 MOD: 1090<br />
84 stylemg.com | FEBRUARY <strong>2022</strong> | /stylemediagroup /stylemediagroup /stylemediagroup /stylemags
SPECIAL ADVERTISING<br />
SECTION<br />
Ideal Life <strong>Financial</strong> Advisors<br />
Wealth Advisors<br />
4944 Windplay Dr. Ste. #115 // El Dorado Hills<br />
916-235-4646 // www.IdealLifeAdvisors.com<br />
At Ideal Life <strong>Financial</strong> Advisors, we truly believe that<br />
life is about more than just money. We aspire to help<br />
all of our clients live a happier, healthier and better<br />
quality of life.<br />
We aim to partner with and inspire our clients to live their Ideal<br />
Life by making informed and thoughtful financial decisions to<br />
benefit them and their families.<br />
This doesn’t have to be challenging.<br />
Open your eyes and exhale.<br />
At our firm, we take the time to get to know you, your<br />
financial needs and your investment goals. Only then do we<br />
create a flexible plan completely tailored to you that helps you<br />
navigate through all stages of your journey. As your life evolves,<br />
we will be here to help you navigate through retirement and<br />
life changes such as births, weddings and college planning.<br />
As you grow, we grow - together building a diligent and<br />
comprehensive process and plan.<br />
Wealth Advisors, Gabriella Lundqvist and Daniel Poppers,<br />
partnered with Senior Business Consultant, Jim den Dulk in<br />
2020, creating a team with over 50 years combined financial<br />
industry experience.<br />
We are dedicated to your investment and financial planning<br />
needs. Live your Ideal Life!<br />
Helping generations<br />
achieve their goals.<br />
Since Ameriprise <strong>Financial</strong> was founded back in 1894, we have been committed to putting clients first.<br />
Helping generations plan for the expected and unexpected. As an Ameriprise financial advisor, I remain<br />
true to our vision of always putting clients’ needs first. Discover how you can benefit from the strength of<br />
a global leader and the heart of a one-to-one relationship.<br />
Adam C. Ellison<br />
<strong>Financial</strong> Advisor<br />
Senior Vice President of Trinity Wealth Advisors<br />
Trinity Wealth Advisors<br />
A private wealth advisory practice of<br />
Ameriprise <strong>Financial</strong> Services, LLC<br />
916.351.0000<br />
1130 Iron Point Rd, Ste 150<br />
Folsom, CA 95630<br />
adam.ellison@ampf.com<br />
ameripriseadvisors.com/adam.ellison<br />
Not Federally Insured | No <strong>Financial</strong> Institution Guarantee | May Lose Value<br />
CA Insurance #0I78013<br />
The Compass is a trademark of Ameriprise <strong>Financial</strong>, Inc.<br />
Ameriprise cannot guarantee future financial results.<br />
Ameriprise <strong>Financial</strong> Services, LLC. Member FINRA and SIPC.<br />
© 2021 Ameriprise <strong>Financial</strong>, Inc. All rights reserved.<br />
FEBRUARY <strong>2022</strong> | stylemg.com 85
SPECIAL ADVERTISING<br />
SECTION<br />
’21<br />
stylemg.com<br />
Clint Herndon, CPA<br />
1847 Iron Point Rd., Ste. 180<br />
Folsom<br />
916-850-0245<br />
clint@nextpeakcpa.com<br />
www.nextpeakcpa.com<br />
Iam proud to have been chosen<br />
as the #1 Best Accountant<br />
in the Folsom/El Dorado Hills<br />
area for the third year! Next<br />
Peak CPA Inc.'s mission is to serve<br />
our clients and our community by<br />
providing expert tax, accounting and<br />
business consulting. Our job is to help<br />
empower our clients to be able to<br />
pursue their passions and purpose.<br />
We continue to offer our Next Peak<br />
podcast where my cohost, Dr. Parker<br />
Houston, and I seek to inspire people<br />
to succeed in life and business.<br />
Check it out at<br />
www.nextpeakpodcast.com<br />
Our services include:<br />
• Tax planning and preparation for<br />
individuals and businesses<br />
• Business consulting<br />
• Forensic accounting<br />
• Bookkeeping<br />
• Contract controller/CFO work<br />
86 stylemg.com | FEBRUARY <strong>2022</strong> | /stylemediagroup /stylemediagroup /stylemediagroup /stylemags
FEBRUARY <strong>2022</strong><br />
STAY UP TO DATE ON ALL OF<br />
THE LOCAL GOINGS-ON!<br />
Pick up the new issue of STYLE Magazine and follow us online.<br />
STYLE MAGAZINE<br />
FEBRUARY <strong>2022</strong> FOOD | HOME | COMMUNITY | EVENTS | ARTS | LIFE<br />
STYLEMG.COM<br />
Chef‘s Choice Nigiri<br />
from Hisui Sushi<br />
STYLEMG.COM<br />
M A G A Z I N E<br />
head<br />
east!<br />
30+<br />
SPECIAL<br />
ISSUE!<br />
featuring<br />
EDUCATION GUIDE<br />
and<br />
FINANCIAL PROS<br />
and<br />
VALENTINE'S DAY<br />
GIFT GUIDE<br />
Must-Try<br />
Asian<br />
Eats<br />
PLUS<br />
Restaurant<br />
Josephine<br />
Top 10<br />
Drive-Thrus<br />
Pink Drinks<br />
M A G A Z I N E<br />
/stylemediagroup /stylemediagroup /stylemediagroup /stylemags