Carol Van Bruggen, Certified Financial Planner

Areas of Expertise

— Entertainment and Sports Professions
— Retired Professionals

Carol Van Bruggen, Partner

Credentials

Registered Representative
Registered Principal
CFP Certified Financial Planner, 1987
RIA Registered Investment Advisor, 1986

Honors

  • Rotarian of the Year, Point West — Sacramento Rotary, 2001-2002
  • Chapter Service Award from International Association for Financial Planning, 1991

Achievements and Community Service

  • Past President, International Association for Financial Planning, Sacramento Chapter
  • Past President, Western Pension & Benefits Conference
  • President, Board of Directors, California Musical Theatre Foundation

Co-Author

  • Survival Guide for Heirs
  • Business Owner's Retirement Plan Survival Guide

Financial Commentator

A familiar voice in the media, Carol has shared financial advice on several radio stations as a business reporter, talk-show host and guest, as well as on Sacramento TV Channels KCRA, KOVR, and KVIE. Articles by Carol or about her have also appeared in special financial sections of numerous newspapers.

Carol's Team

Carol's Team
Sample Financial Advisory Agreement   Disclosure Information
Securities offered through Financial Telesis, Inc.
A registered broker/dealer. Member FINRA (Financial Industry Regulation Authority) & SIPC.
Investment advice offered through Foord Van Bruggen Ebersole & Pajak Financial Services
A registered investment advisor.