We share your driven, goal-oriented mindset, and all of our focus is committed to working towards your financial goals. Your partnership with us lasts for life, and we’ll continually dedicate ourselves to developing a holistic planning approach that revolves around your needs as an individual – and your needs alone.
Contact us
President & Co-Founder
President & Co-Founder
Portfolio Management Associate, CFA
Operations Manager
Executive Assistant to Giancarlo Foti and James Slaughter and Office Administrator
Office Administrator
Office Administrator
Administrative Assistant
Office Manager
Registered Sales Associate
Administrative Assistant
Registered Support Specialist
915 Highland Pointe Dr.
Suite 150
Roseville, CA 95678
915 Highland Pointe Dr. Suite 150 Roseville, CA 95678; Office: 916-891-2557
Securities and investment advisory services are offered through NEXT Financial Group, Inc., member FINRA/SIPC
Sierra Ridge Wealth Management is not an affiliate of NEXT Financial Group, Inc.
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Financial Professionals associated with this site are registered to conduct securities business and licensed to conduct insurance business in certain states. Response to, or contact with, residents of other states will be made only upon compliance with applicable licensing and registration requirements. The information in this website is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States.
Neither NEXT Financial Group, Inc. nor its Representatives give tax or legal advice.