The CAL Group - Merrill Lynch Financial Advisor

Financial Advisor, Merrill Lynch

The CAL Group

Global Wealth Management

2220 DOUGLAS BLVD
Suite 240
ROSEVILLE, CA 95661

Phone: (916) 774-8033
Email:

Directions to Branch

PROFESSIONAL STAFF

	(916) 774-8033	Resident Director
	(916) 774-8017	Vice President
	(916) 774-8025	Vice President
	(916) 774-8031	Financial Advisor
	(916) 774-8001	Registered Client Associate
	(916) 774-8026	Registered Client Associate

PROFESSIONAL PROFILE

The CAL Group is a Private Wealth Advisory team based in Roseville, California.

We have provided financial advice and wealth management services for more than 65 combined years. Each member of The CAL Group has one or more of the following licenses: Series 7, Series 8, Series 63, Series 65, Series 66, Certified Financial Manager, Certified Financial Planner©, a certification awarded by the Certified Financial Planner Board of Standards, Inc., and Certified Retirement Planning Counselor.

We have extensive experience assisting the Firm's high-net-worth clients with wealth transfer, business services, retirement and estate planning issues, private money management, hedge strategies and concentrated stock strategies.

Our clients are comprised of affluent families, corporate executives and successful business owners who value the integrated strategic approach we bring to the relationship.

The CAL Group is committed to the community as each member serves on one or more boards including The Easter Seals, SARTA, The Sacramento Philharmonic and The Sacramento Ballet.

Team members live in Granite Bay, Loomis, Roseville, Sacramento, El Dorado Hills with their families.

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John Allen is registered to do business in: AK, AZ, CA, CO, CT, DC, GA, HI, IN, MA, MI, MN, MO, NC, NJ, NM, NV, NY, OH, OR, UT, WA, WI

Stan Leavitt is registered to do business in: AK, AZ, CA, CO, CT, DC, GA, HI, IN, MA, MI, MN, MO, NC, NJ, NM, NV, NY, OH, OR, UT, WA, WI

Dave Cloninger is registered to do business in: CA, CO, FL, NC, NV, OR, PA, WA

Andrew Cloninger is registered to do business in: AK, AZ, CA, CO, CT, DC, GA, HI, IN, MA, MI, MN, MO, NC, NJ, NM, NV, NY, OH, OR, UT, WA, WI

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