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, CFP® is the Lead Advisor and Managing Director of True Wealth Advisory Group.

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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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Jacob Kark

Associate

925.934.9076

925.934.9168

jacob@truewealthadvisor.com

Jacob is an associate on the True Wealth Team. As an associate, he is responsible for participating in client meetings and working with the advisors to ensure that all of the financial planning action items are addressed. Jacob is a...

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Jordan Bromley

Associate

925.934.9076

925.934.9168

jordan@truewealthadvisor.com

Jordan is an associate on the True Wealth Team. As an associate, he is responsible for participating in client meetings and working with the advisors to ensure that all of the financial planning action items are addressed. Jordan grew...

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Robert Mendoza

Senior Client Service Associate

925.934.9076

925.934.9168

robert@truewealthadvisor.com

Robert Mendoza is a Senior Client Service Associate and the primary point of contact for all account service related requests. 

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Sarah LaSalle

Administrative Assistant

925.934.9076

925.934.9168

sarah@truewealthadvisor.com

Sarah serves the True Wealth clients as the first point of contact.  She is able to follow her passion for serving other people by directing client questions, scheduling appointments, and handling their administrative needs.

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