Broker Check

Team

At True Wealth Advisory Group, we believe our team approach adds a broader perspective to all we do and provides increased benefits to our clients.  As CERTIFIED FINANCIAL PLANNERS™, we follow the Fiduciary Standard by acting in our clients' best interest when giving personalized financial advice.  


 

David Allen, CFP®

CERTIFIED FINANCIAL PLANNER™

925.934.9076

925.934.9168

david@truewealthadvisor.com

David Allen is the Managing Partner of True Wealth Advisory Group and a Certified Financial Planner™. 

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Michael D. Ricinak, MBA, CFP®

CERTIFIED FINANCIAL PLANNER™

925.934.9076

925.934.9168

mike@truewealthadvisor.com

Michael Ricinak is the Founding Partner of True Wealth Advisory Group and a Certified Financial Planner™. 

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Michelle Ottoboni

Client Services Manager

925.934.9076

925.934.9168

michelle@truewealthadvisor.com

Michelle Ottoboni is the Client Services Manager at True Wealth Advisory Group.   

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