Broker Check

Team

At Pinnacle Group Financial Services, we believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

We can help you address:

  • Investing principles and strategies
  • Retirement investing and distribution strategies
  • Estate conservation issues
  • Risk management analysis

We also can answer your questions, including:

  • Can I retire early?
  • Are my investments working hard enough?
  • What’s a good approach for college savings?
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?

Our experienced professionals have helped many people just like you with similar issues and concerns. We can help you create an approach that is designed to address your individual situation.

 

Ronald J. Burkard

Financial Consultant

(714) 263-0301 x112

(714) 263-0392

[email protected]

Bio Coming Soon!
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Shanti Dayal

Northern California Office Financial Consultant

(408) 374-0508

(408) 374-0507

[email protected]

Shanti has over 25 years of experience in the banking and financial services sector and has been using her extensive and proficient knowledge to aid in easing and explaining the complexities of investing to clients. Shanti has...
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Cyril "Cy" Roseman

Financial Consultant

(800) 327-3847

[email protected]

Cy has offered financial planning and investment advisory services on the Monterey Peninsula since 1992, in Hawaii since 1999, and in San Diego county since 2004. Cy holds both a CFP Certificate and a doctorate in Political Science and...
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Blake Rose

Southern California Office Financial Consultant

[email protected]

Blake Rose, CFP® has been in the financial planning business for over 15 years and has a BA degree in finance from California State University Fullerton. Blake received his Certified Financial Planner® designation in 2004. Through...
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Sharon Roberts

Southern California Office Manager

(714) 263-0301 x111

(714) 263-0392

[email protected]