Kari Allen, Financial Advisor located in Rocklin, CA

Financial Advisor
Kari D Allen

2210 Plaza Dr, Suite 100, Rocklin, CA 95765opens in a new window
Accepting New Clients
Serving clients of all asset levels
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Focus Areas

  • Retirement Savings Strategies
  • Portfolio Reviews
  • Estate & Legacy Strategies
  • New Investors
  • Entrepreneurs & Business Owners
  • College Savings

Personal Interests

  • Spending Time with Family
  • Sports Enthusiast
  • Active Lifestyle
  • Music
  • Fashion Design

Team Members

  • Misty Palmer
    Sr. Branch Office Administrator
    FPQP®

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 07:30AM - 04:00PM
Tue 07:30AM - 04:00PM
Wed 07:30AM - 04:00PM
Thu 07:30AM - 04:00PM
Fri 07:30AM - 03:00PM
Sat By Appointment Only
Sun Closed

Phone

(916) 780-6380

Fax

(866) 462-9480

Office Address

2210 Plaza Dr
Suite 100
Rocklin, CA 95765opens in a new window

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