Team Iron Point Financial Advisors, Inc. are Financial Advisors with one mission ... “Putting our clients needs first.” We do this by listening carefully, and understanding each individual’s needs, goals, and dreams. We don't believe in “one size fits all.” Our recommendations are tailored to the individual. In our firm, “good business ethics” is not an out dated idea, it’s how we gain the respect of our clients and our community. We are an Office of Supervisory Jurisdiction (OSJ) for our Broker Dealer, Securities America, Inc., located in Omaha, Nebraska.Our associate team has decades of experience in the financial services field. Our team members know that working together and sharing their knowledge and experience is the way to satisfy client needs. This process provides you a unique opportunity to work with experienced professionals in the field of financial services planning and the opportunity to pursue the results you want while receiving the special attention you deserve.Visit the Firm’s website at www.ironpointadvisors.com Nick A Weber, CFP®, AIF®, CRPS® Certified Financial Planner™ (916) 932-4101 ext. 4 (916) 608-4247 firstname.lastname@example.org Nick holds the Certified Financial Planner™ designation, he is an Accredited Investment Fiduciary® and also a Chartered Retirement Plan Specialist®. His financial planning career began in 2007... Read more Kathryn Christensen Assistant to Nick Weber (916) 932-4101 ext 5 (916) 608-4247 email@example.com Entered Financial Services in 2006. Holds FINRA Series 6, 63 & 65. CA Insurance 0G27916. Kathryn is a California native, but has traveled around the world and lived in Papua New Guinea for 13 years with her family. She is married to... Read more Daryl Clark Consultant 9165347744 Entered Financial Services in 1972. Earned designations of Chartered Financial Consultant & Chartered Life Underwriter. Bachelor of Arts Degree from Loma Linda University, Loma Linda, CA. Life and Qualifying Member of the Million... Read more Rob Santoriello CEO 9169324101 9166084247 Over 25 years of experience in the Financial Services Industry. A Registered Principal, Financial Advisor and Manager of Business Development for Rios and Associates. Read more Dick Rios Financial Advisor 9169324101 9166084247 Entered Financial Services in 1985. Earned designations of Chartered Financial Consultant & Chartered Life Underwriter from the American College. Bachelor of Arts Degree from California State University, Los Angeles. Read more Joel Hemmings Registered Principal 9169324101 9166084247 Entered Financial Services in 1994. Bachelor of Arts Degree in Communications from California State University Sacramento. Read more Blaine Matteoni Office Manager and Business Processor 9169324101 9166084247 OSJ Office Manager and Business Processor. Prior Life, Health & Disability Agent with seven years of sales and service experience. Read more Alissa Couchman Office Assistant (916) 932-4101 OSJ Office Assistant. Five years customer service experience. Member of Iron Point Financial Advisors, Inc. since 2014. SPECIALIZING IN: Client Data Bases Management, Business Processing, Special Projects, and In-Person & Phone... Read more Have a Question? Name Email Question Thank you! Oops!