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 email@example.com David Allen, CFP® is the Lead Advisor and Managing Director of True Wealth Advisory Group. Read more Michael D. Ricinak, MBA, CFP® CERTIFIED FINANCIAL PLANNER™ 925.934.9076 925.934.9168 firstname.lastname@example.org Michael Ricinak is the Founding Partner of True Wealth Advisory Group and a Certified Financial Planner™. Read more Jacob Kark Associate 925.934.9076 925.934.9168 email@example.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... Read more Jordan Bromley Associate 925.934.9076 925.934.9168 firstname.lastname@example.org 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... Read more Robert Mendoza Senior Client Service Associate 925.934.9076 925.934.9168 email@example.com Robert Mendoza is a Senior Client Service Associate and the primary point of contact for all account service related requests. Read more Sarah LaSalle Administrative Assistant 925.934.9076 925.934.9168 firstname.lastname@example.org 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. Read more Have a Question? Name Email Address Question Thank you! Oops!