Santa Rosa Office
2625 Piner Road,
Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.
Find a Financial Advisor
I have been working with individuals and businesses in the area for over 50 years. In 1968 Gilbert became an agent for Mutual of New York (MONY) and in 1969 he became a registered representative. I am dedicated to developing lasting...
My name is Stephanie, and I am proud to be a member of the CaliforniaHawk team. I have always had a deep appreciation for finance, and I love providing exceptional customer service. Here at CaliforniaHawk, I get to enjoy both! I am...