2224 East Santa Clara Avenue,
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:
We also can answer your questions, including:
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.
(714) 263-0301 x112
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...
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...
(714) 263-0301 x104
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...
Southern California Office Financial Consultant
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....
Southern California Office Manager
(714) 263-0301 x111
(714) 263-0301 x103
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...
Chief Security Officer