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Are you seeking a financial advisor in Redding, CA? Are you interested in receiving a complimentary review of your current portfolio or retirement strategy? Your priorities matter most to me. My goal is to understand whats important to you, and together, well work towards ensuring youre on the right path to achieve your financial objectives.

SpecialtiesSherrill Bambauer has been providing clients with financial planning and investment services since 1974, in Redding, California. In 1986 the University of California, Davis, awarded her the Certificate in Personal Financial Planning after she completed the two year course of study. She is a Registered Principal offering securities through SagePoint Financial, Inc., and is an Investment Advisor Representative with SagePoint Financial, Inc.Sherrill received her Bachelor of Arts degree from University of Arizona, completed the requirements for her teaching credential, and taught mathematics, English, (and other subjects) for seven years prior to entering the financial services industry. She and her husband have lived in Redding since 1971 and have five grown children and thirteen grandchildren.Their very helpful and experienced staff members are Brenda Kreps and Mark Cheeseman.

Etzler Financial Advisors is an independent fee-only advisory firm based in Red Bluff, CA, that specializes in providing conflict-free financial and tax advice to individuals and families across the nation. With a commitment to fiduciary responsibility, they offer personalized, comprehensive planning services without engaging in product sales or asset-based compensation. The firm serves a diverse clientele, including government employees, career professionals, and those nearing retirement, all seeking trustworthy advice devoid of conflicts of interest. Etzler Financial Advisors emphasizes building long-term relationships with clients, focusing on education and informed decision-making to enhance financial wellbeing and security. Generated from the website