Fountainhead Wealth
Address: 1451 River Park Dr #142, Sacramento, CA 95815 Hours: Closed ⋅ Opens 7:30AM Monday7:30AM–4:30PMTuesday7:30AM–4:30PMWednesday7:30AM–4:30PMThursday7:30AM–4:30PMFriday7:30AM–4:30PMSaturdayClosedSundayClosedSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (800) 661-5189Place name: : : Website: : : : Category: : Website: http://www.fountainheadwealth.com/ Category: Financial Planner Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a questionPopular times Mondays MondaysTuesdaysWednesdaysThursdaysFridaysSaturdaysSundaysBased on visits to this place. : 6a9a12p3p6p9p12a3a6a9a12p3p6p9p12a3a6aClosed Sundays—pick another dayClosed Saturdays—pick another dayHistogram showing popular times on MondaysHistogram showing popular times on TuesdaysHistogram showing popular times on WednesdaysHistogram showing popular times on ThursdaysHistogram showing popular times on Fridays Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Fountainhead Wealth Posting publicly on the Web Write a review Reviews Be the first to review
Fountainhead Wealth List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Fountainhead Wealth. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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Fountainhead Wealth Employees
Garrett Morgan, CFP® Fountainhead Wealth November 2005 - Present
Arden Park Soccer Club December 2012 - August 2015
AIG VALIC February 2000 - November 2005
New York Life December 1996 - February 2000
Education
Institute of Business & Finance 2009 — 2010
Board Certified in Estates (BCE), Estate and Tax Planning
Boston University 2005 — 2006
Certificate, Financial Planning (CFP Coursework)
Erik Allison, AIF® EA Wealth Management March 2015 - Present
Fountainhead Wealth December 2013 - 2015
Cambridge Investment Research December 2013 - 2015
United Capital Financial Partners, Inc October 2010 - November 2013
Girard Securities October 2010 - November 2013
Morgan Stanley Smith Barney 2010 - 2010
Investment Advisors International 2008 - 2010
Skills
Investments, Investment Management, Retirement Planning, Investment Advisory, Retirement, Wealth Management, Wealth, Asset Allocation, Wealth Management..., Series 7, Mutual Funds, Fixed Annuities, FINRA, IRAs, Financial Planners, 401k, Securities, ETFs, Strategic Financial..., Estate Planning, Investment Strategies, Retirement Plan..., Asset Management, Series 63, Finance, Financial Advisory, Series 65, Alternative Investments, High Net Worth..., Roth IRA, Wealth Accumulation, Personal Financial...
Education
University of Missouri-Columbia
Business Administration & Finance
William Woods University
Business Administration & Finance
George Jenkins High School
4.0
Steve Raymond, CFP® Fountainhead Wealth November 2013 - Present
Financial Planning Association January 2008 - Present
Relationship Skills Center (formerly Healthy Marriage Project) March 2011 - Present
The Playmakers February 2011 - Present
Skills
Certified Financial..., Personal Financial..., Wealth Management, Wealth Management..., Strategic Financial..., Financial Planners, Retirement Planning, Retirement, Estate Planning, Investment Strategies, Investment Advisory, Wealth Accumulation, Wealth, Asset Allocation, Financial Advisory, Portfolio Management, Alternative Investments, Securities, Mutual Funds, Finance, Series 7, Series 63, Series 65
Education
University of California, Davis 2008 — 2009
Cetificate Program, Personal Financial Planning
University of Miami - School of Business 2000 — 2002
MBA and MS, Finance and Operations Research, 4.0
University of New Hampshire
University of New Hampshire
Diana Levko CNA Insurance June 2014 - Present
California State University, Sacramento August 2012 - May 2014
Fountainhead Wealth April 2013 - August 2013
Wells Fargo Bank June 2009 - April 2013
Skills
Retail Banking, Finance, Cash Management, Investments, Banking, Valuation, Cash Flow, Accounting, Analysis, CRM, Account Reconciliation, Mutual Funds, Public Speaking, Customer Service, PowerPoint, Leadership, Microsoft Office, Microsoft Excel, Management, Microsoft Word
Education
California State University-Sacramento 2011 — 2014
Bachelor of Science (B.S.) in Business Administration, Finance, International Business, and Risk Management and Insurance
Folsom Lake College 2008 — 2011
Associate's degree, Business Administration and Management, General
Richard Imamura Fountainhead Wealth February 2014 - Present
VALIC February 2001 - February 2014
New York Life Insurance Company August 1996 - February 2001
Geil Enterprises Inc 1991 - 1996
Skills
Microsoft Word, Series 7, Finance, Insurance
Education
California State University, Fresno 1982 — 2001
Bachelor's Degree, Business Administration and Management, General
Daniel Wall Retirement Security Centers June 2015 - Present
Lincoln Financial Advisors June 2015 - Present
AIG September 2014 - February 2015
VALIC May 2014 - September 2014
Capital Edge Paintball Park March 2013 - May 2014
Fountainhead Wealth February 2014 - April 2014
Principal Financial Group May 2013 - September 2013
Primerica July 2011 - March 2013
State of California Department of Mental Health January 2012 - September 2012
Neumann Enterprises September 2008 - December 2011
Skills
Leadership, Finance, Teamwork, Networking, Insurance, Financial Planning, Strategic Financial..., Customer Satisfaction, Financial Services, Marketing, Retirement, Mutual Funds, Retirement Planning, Management
Education
California State University-Sacramento 2009 — 2015
Bachelor of Communications, Mass Communications
Dennis (Bonam) Chen Prosper Marketplace August 2015 - Present
Bank of America September 2014 - August 2015
20/20 Financial Advisers, LLC May 2014 - September 2014
Fountainhead Wealth February 2014 - May 2014
Skills
Data Management, Research, Public Speaking, Community Outreach, Customer Service, Financial Analysis, Event Planning, Technical Skillset, Presentations, Data Entry, Microsoft Office, Organizational..., Mac OS, Analysis, Investments, Time Management, Finance, Strategic Financial..., Paraplanning, Financial Planners, Microsoft Excel, Financial Planning, Sports, Bilingual-Chinese, PowerPoint, Driven By Results, Relationship Management, Sales
Education
California State University-Sacramento 2009 — 2014
Bachelor of Business Administration (B.B.A.), Finance
Hsinchu International School 2005 — 2009
Fountainhead Wealth February 2014 - Present
Holiday Inn Fresno Airport April 2011 - February 2014
Holiday Inn Fresno Airport April 2011 - June 2013
Tahoe Joes's Famous Steakhouse October 2004 - 2011
Skills
Customer Service, Event Planning, Event Management, Marketing, Meeting Planning, Sales, Facebook, Social Media Marketing, Social Media, Budgets, Social Networking, Hospitality, Customer Satisfaction, Training, Marketing Communications, Microsoft Office, Advertising, Public Relations, Microsoft Excel, Food & Beverage, PowerPoint, Administrative..., Market Research, Time Management, Trade Shows
Education
California State University-Fresno 2004 — 2010
Bachelor of Science (BS), Marketing
Fountainhead Wealth May 2012 - Present
Skills
Teamwork, Accounts Payable, Microsoft Word, PowerPoint, Spreadsheets, Data Entry, Outlook, Payroll
Education
Heald College 2011 — 2013
Associate of Arts (AA), Business Administration and Management, General, 3.87
Christopher Labhard Sutter Health August 2015 - Present
Fountainhead Wealth January 2015 - June 2015
Progressive Insurance October 2011 - January 2015
Kenny G & Company April 2010 - July 2011
Wells Fargo February 2007 - March 2010
Skills
Financial Analysis, Customer Retention, Microsoft Excel, Microsoft Office, Business Analysis, Insurance, Banking, Customer Service, Problem Solving, Financial Accounting, Cost Accounting, Corporate Finance, Computer Hardware, Multi Tasking, Wireless Networking, Market Analysis, Budgets, Finance, Leadership, Microsoft Word, PowerPoint, Sales, Income Tax, Personal Income Tax..., Corporate Tax, Lacerte, QuickBooks, Peachtree, Vlookup, Hlookups, MS Excel Pivot Tables, Teamwork, Team Leadership
Education
Brandman University, Part of the Chapman University System 2011 — 2014
Bachelor of Business Administration (BBA), Finance, 3.25 GPA
Sierra College 2009 — 2011
N/A, Business Administration and Management, General, 3.33 GPA