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

rburkard@cfiemail.com

Ronald Burkard is a financial planner who is committed to helping people get what they want in life and retirement, by evaluating, strategizing and creating solutions for their assets and building wealth. From over 20 years of...

James Eberhardt

Financial Advisor

(626) 325-2002

jeberhardt@imprimisinc.com

James Eberhardt has over 35 years of experience as a financial consultant with specialty in designing and implementing retirement plans for individuals and businesses. A graduate of Oregon State University with a Bachelor of Science...

Steve Smith

Financial Advisor

(626) 325-2002

(626) 387-9214

ssmith@imprimisinc.com

Steve has over 30 years extensive experience in retirement planning, investments and insurance consulting. Steve does benchmarking of personal investments, transitioning clients from accumulation to distribution of assets...

Osvaldo Cisneros

Financial Consultant

(714) 263-0301 x104

(714) 263-0392

osvaldo.cisneros@cfiemail.com

Osvaldo Cisneros is a financial planner who is committed to helping his community and providing the necessary resources to his clients so that they can move forward in life with a strong financial foundation. Osvaldo received his...

Blake Rose

Southern California Office Financial Consultant

714-263-0301x119

brose@cfiemail.com

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....

Sharon Roberts

Southern California Office Manager

(714) 263-0301 x111

(714) 263-0392

sharonr@cfiemail.com

Sharon Roberts is the core person for Pinnacle Group - she manages our Group Health Insurance and Benefits. Sharon is a wealth of knowledge! Sharon has been with Pinnacle for more than 15 years and manages not only our office but our...

Alexis Goncalves

Administrative Assistant

(714) 263-0301

(714) 263-0392

agoncalves@cfiemail.com

Angi Burkard

Marketing Director

(714) 263-0301 x103

(714) 263-0392

angib@cfiemail.com

Originally from Indianapolis, Angi headed West after high school to study at Arizona State University and received her Bachelor of Science in Finance and Management. Angi loved the sun and warm weather of Arizona but wanted more. She...

Brutus Burkard

Chief Security Officer

Brutus joined the Pinnacle Group in December 2021 at a young age of 2 months. He takes his job very, very seriously and will greet you with a loud bark. Once you have won him over with a treat, he will gladly show you around the office...