Financial Advisors in Roseville, California (Placer County)

Richard Gross, CFP, CMFC, MBA

Ann Fleming, CFP, MS

Karla McAvoy, CFP, MBA
HC Financial Advisors, Inc. is a fee-only firm offering financial planning and investment management services to individuals and their families. We are based in Lafayette, California, and have been serving clients throughout the Bay Area and beyond for over twenty five years. Our goal is to offer each client the following:
* Personalized Service
* Advice from experienced professionals
* Comprehensive financial planning advice
* Conservative, diversified investment management
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We are a full-service financial firm committed to helping people pursue their financial goals. We offer a wide range of financial products and services to individuals and business owners. We believe you will be better able to identify your goals and make sound decisions to help work towards them by our providing sound financial information.

As an independent organization we feel that we can bring an unbiased and more competitive approach in fulfilling our client's needs. Our associates feel that tax planning, retirement planning, and estate conservation strategies should be a top priority for businesses, individuals and families of all ages and income ranges.

American Asset & Wealth Management provides financial solutions for professionals, their clients, individuals and families to assist in accomplishing their goals. Many of our clients are referrals from legal, taxation, family planning, insurance and investment professionals. We have been fortunate to serve the professional community for their personal financial needs as well.... See More