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™
925.934.9168
David Allen, CFP® is the Lead Advisor and Managing Director of True Wealth Advisory Group.
Michael D. Ricinak, MBA, CFP®
CERTIFIED FINANCIAL PLANNER™
925.934.9168
Michael Ricinak is the Founding Partner of True Wealth Advisory Group and a Certified Financial Planner™.
Jacob Kark
Associate
925.934.9168
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...
Jordan Bromley
Associate
925.934.9168
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...
Robert Mendoza
Senior Client Service Associate
925.934.9168
Robert Mendoza is a Senior Client Service Associate and the primary point of contact for all account service related requests.
Sarah LaSalle
Administrative Assistant
925.934.9168
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.