Stifel | Branch Locator (2024)

Auburn

Private Client Group

13640 Bowman Road

Auburn, California 95603

Get Directions

Robert Frew

Phone:: (530) 889-8775; (530) 889-8775
Toll-free:: (866) 926-8818; (866) 926-8818

Bakersfield

Private Client Group

5060 California Avenue

Suite 1140

Bakersfield, California 93309

Get Directions

David Westerfeld

Phone:: (661) 321-7300; (661) 321-7300
Toll-free:: (877) 816-9087; (877) 816-9087

Carlsbad

Private Client Group

5780 Fleet Street

Suite 250

Carlsbad, California 92008

Get Directions

Gary Endres
Bruce Baker

Phone:: (760) 804-3400; (760) 804-3400
Toll-free:: (866) 431-2389; (866) 431-2389

Chico

Private Client Group

901 Bruce Road

Suite 280

Chico, California 95928

Get Directions

John W Nelson

Phone:: (530) 891-1133; (530) 891-1133
Toll-free:: (800) 472-3867; (800) 472-3867

Del Mar

Private Client Group

12544 High Bluff Drive

Suite 190

San Diego, California 92130

Get Directions

Jeff McCoy

Phone:: (858) 755-1614; (858) 755-1614
Toll-free:: (877) 892-9461; (877) 892-9461

Ferndale

Private Client Group

600 Main Street

Ferndale, California 95536

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Laura Hussey

Phone:: (707) 786-6441; (707) 786-6441

Fort Jones

Private Client Group

11345 Mathews

PO Box 706

Fort Jones, California 96032

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Perry Wright, CFP®

Phone:: (530) 468-2408; (530) 468-2408
Toll-free:: (866) 779-2719; (866) 779-2719

Fresno

Private Client Group

7112 N. Fresno Street

Suite 180

Fresno, California 93720

Get Directions

Don Vincenti, CFP®

Phone:: (559) 437-4060; (559) 437-4060
Toll-free:: (877) 816-9089; (877) 816-9089

Grass Valley

Private Client Group

404 Sierra College Drive

Grass Valley, California 95945

Get Directions

Christopher Newey, CFP®, CRPC

Phone:: (530) 273-9877; (530) 273-9877
Toll-free:: (866) 498-6810; (866) 498-6810

Irvine Spectrum

Private Client Group

400 Spectrum Center Drive

Suite 2000

Irvine, California 92618

Get Directions

Susan Dixon

Phone:: (949) 271-5100; (949) 271-5100
Toll-free:: (877) 816-1224; (877) 816-1224

Lincoln

Private Client Group

985 Sun City Lane

Suite 102

Lincoln, California 95648

Get Directions

Clay Evans, AAMS

Phone:: (916) 409-1300; (916) 409-1300
Toll-free:: (866) 677-6214; (866) 677-6214

Long Beach

Private Client Group

5834 E. Naples Plaza

Long Beach, California 90803

Get Directions

Timothy Metcalf

Phone:: (562) 486-3695; (562) 486-3695
Toll-free:: (833) 817-6597; (833) 817-6597

Los Angeles

Private Client Group

2121 Avenue of the Stars

Suite 2100

Los Angeles, California 90067

Get Directions

Timothy Metcalf

Phone:: (310) 208-1329; (310) 208-1329
Toll-free:: (866) 576-0005; (866) 576-0005

Mission Viejo

Private Client Group

27201 Puerta Real

Suite 350

Mission Viejo, California 92691

Get Directions

Robert Burns, CFP®, AIF

Phone:: (949) 234-2340; (949) 234-2340
Toll-free:: (866) 886-7593; (866) 886-7593

Modesto

Private Client Group

1549 McHenry Ave

Modesto, California 95350

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Dane Anderson, CFP

Phone:: (209) 353-4730; (209) 353-4730
Toll-free:: (833) 791-8088; (833) 791-8088

Monterey

Private Client Group

24591 Silver Cloud Ct.

Suite 250

Monterey, California 93940

Get Directions

Paul Kim, AAMS, AWMA

Phone:: (831) 333-0963; (831) 333-0963
Toll-free:: (866) 892-8963; (866) 892-8963

Murrieta

Private Client Group

25220 Hanco*ck Ave.

Suite 300

Murrieta, California 92562

Get Directions

Gary Allen

Phone:: (951) 461-7220; (951) 461-7220
Toll-free:: (866) 894-2461; (866) 894-2461

Newport Beach

Private Client Group

520 Newport Center Drive

Suite 1500

Newport Beach, California 92660

Get Directions

Timothy Metcalf

Phone:: (949) 252-1324; (949) 252-1324
Toll-free:: (866) 779-2725; (866) 779-2725

Oroville

Private Client Group

1891 Robinson Street

Oroville, California 95965

Get Directions

Clay Evans, AAMS

Phone:: (530) 534-8021; (530) 534-8021
Toll-free:: (877) 816-9091; (877) 816-9091

Oxnard

Private Client Group

1000 Town Center Drive

Suite 450

Oxnard, California 93036

Get Directions

Anthony Russo, CFP®

Phone:: (805) 604-6700; (805) 604-6700
Toll-free:: (866) 677-5897; (866) 677-5897

Palm Desert

Private Client Group

74245 Highway 111

Suite 200

Palm Desert, California 92260

Get Directions

Christopher Lacy

Phone:: (760) 834-6900; (760) 834-6900
Toll-free:: (877) 879-3158; (877) 879-3158

Pasadena

Private Client Group

300 North Lake Avenue

Suite 900

Pasadena, California 91101

Get Directions

David Luna

Phone:: (626) 564-0311; (626) 564-0311
Toll-free:: (866) 498-6823; (866) 498-6823

Paso Robles

Private Client Group

1337 Vine Street

Paso Robles, California 93446

Get Directions

Steve McAbee

Phone:: (805) 238-3080; (805) 238-3080
Toll-free:: (855) 278-4335; (855) 278-4335

Rancho Bernardo

Private Client Group

16870 West Bernardo Drive

Suite 150

San Diego, California 92127

Get Directions

Jeff McCoy

Phone:: (858) 879-4000; (858) 879-4000
Toll-free:: (855) 778-4335; (855) 778-4335

Redding

Private Client Group

2701 Park Marina Drive

2nd Floor

Redding, California 96001

Get Directions

Perry Wright, CFP®

Phone:: (530) 244-7199; (530) 244-7199
Toll-free:: (866) 950-5524; (866) 950-5524

Redlands

Private Client Group

1901 Orange Tree Lane

Suite 110

Redlands, California 92374

Get Directions

Robert Heinze, CFP®, AIF, AIFA

Phone:: (909) 307-8478; (909) 307-8478
Toll-free:: (800) 888-5657; (800) 888-5657

Roseville

Private Client Group

1420 Rocky Ridge Drive

Suite 340

Roseville, California 95661

Get Directions

Clay Evans, AAMS

Phone:: (916) 626-3322; (916) 626-3322
Toll-free:: (866) 498-6682; (866) 498-6682

San Francisco TWP

Private Client Group

One Montgomery Street

Suite 3700

San Francisco, California 94104

Get Directions

Diana Dorn

Phone:: (415) 364-2500; (415) 364-2500
Toll-free:: (877) 699-1910; (877) 699-1910

San Francisco

Private Client Group

One Montgomery Street

Suite 3700

San Francisco, California 94104

Get Directions

Johnny Ng, CFP, CRPC, APMA, CLF

Phone:: (415) 364-6800; (415) 364-6800
Toll-free:: (800) 447-8663; (800) 447-8663

San Jose

Private Client Group

550 S. Winchester Blvd.

Suite 500

San Jose, California 95128

Get Directions

Paul Kim, AAMS, AWMA

Phone:: (408) 985-6811; (408) 985-6811
Toll-free:: (866) 432-2896; (866) 432-2896

San Luis Obispo

Private Client Group

4460 Broad Street

Suite 210

San Luis Obispo, California 93401

Get Directions

Tawnee Hosick AIF®

Phone:: (805) 783-2921; (805) 783-2921
Toll-free:: (877) 816-1231; (877) 816-1231

San Rafael

Private Client Group

1111 A Street

San Rafael, California 94901

Get Directions

Johnny Ng, CFP, CRPC, APMA, CLF

Phone:: (415) 306-5639; (415) 306-5639
Toll-free:: (844) 877-1327; (844) 877-1327

Santa Barbara

Private Client Group

206 East Anapamu Street

Santa Barbara, California 93101

Get Directions

Anthony Russo, CFP®

Phone:: (805) 957-1840; (805) 957-1840
Toll-free:: (855) 300-7140; (855) 300-7140

Santa Rosa

Private Client Group

3554 Round Barn Blvd.

Suite 200

Santa Rosa, California 95403

Get Directions

Todd Frediani, AWMA®

Phone:: (707) 542-3521; (707) 542-3521
Toll-free:: (866) 498-6794; (866) 498-6794

Stockton

Private Client Group

10100 Trinity Parkway

Suite 320

Stockton, California 95219

Get Directions

Larry Watts, AIF

Phone:: (209) 888-2000; (209) 888-2000
Toll-free:: (888) 708-2762; (888) 708-2762

Visalia

Private Client Group

217 East Caldwell

Visalia, California 93277

Get Directions

Monica Peterson, CRC

Phone:: (559) 622-1040; (559) 622-1040
Toll-free:: (866) 950-5516; (866) 950-5516

Walnut Creek

Private Client Group

500 Ygnacio Valley Road

Suite 490

Walnut Creek, California 94596

Get Directions

Jim Collini, AIF®

Phone:: (925) 746-6560; (925) 746-6560
Toll-free:: (866) 435-0145; (866) 435-0145

Westlake Village

Private Client Group

3075 Townsgate Road

Suite 300

Westlake Village, California 91361

Get Directions

Anthony Russo, CFP®

Phone:: (805) 496-8150; (805) 496-8150
Toll-free:: (866) 779-2413; (866) 779-2413

Stifel | Branch Locator (2024)

References