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...

Blake Rose

Southern California Office Financial Consultant

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

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...

Catalina Burkard

Chief Security

Catalina Burkard Chief Security Officer Catalina Burkard joined the Pinnacle Group Team in October 2010. At first, she was a little shy but soon came around and quickly learned the business. When she is not out on business engagements,...