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Meet the Team

Kristen M. Renaud

Registered Principal, RJFS Owner and President, The Renaud Investment Group

Julie Garcia

Registered Principal, RJFS Owner and Vice President, The Renaud Investment Group

Bryan Costilla

Financial Advisor

Kyle Rotzoll

Retirement Plan Specialist

Gale Sherburne

Receptionist and Client Service Associate

Lori Jimenez

Client Services Specialist

Miles Sorby

Registered Associate

Our ProcessA partner on your life journey

Step 1: Information Gathering and Preparation

To ensure efficiency and provide in-depth analysis, we request specific documents such as taxes, trusts/POAs, statements, workplace plans, social security benefit estimates, and insurance policies. Our comprehensive welcome packet will guide you on the required information, helping you prepare for our collaborative engagement.

Step 2: Thorough Questionnaire

We understand that our detailed questionnaire may seem overwhelming, but our best work is achieved when we have a deep understanding of your finances, values, and goals. We prioritize a collaborative approach, and clients seeking a comprehensive assessment of their financial situation will find our services most suitable.

Step 3: Personalized Face-to-Face Meeting

We value building relationships, which is why we schedule a face-to-face meeting to get to know each other, address your top concerns, outline our service model, and clarify expectations. During this meeting, we introduce you to our team members who may be involved in the process, and we explain the onboarding process and define timelines.

Step 4: Onboarding and Ongoing Support

Once you become a client, we provide recommendations regarding any estate issues that need attention. It is important to note that we have a policy requiring the establishment of POAs and a will or trust within six months of working with us. We offer quarterly market outlook emails/newsletters, unlimited meeting availability, and conduct 2 to 4 reviews each year based on your level of complexity and evolving financial circumstances.

Start the Conversation

CONTACT USSpeak to an advisor and begin your journey with us!

Now that you have gotten to know us and how we can help you, schedule a meeting with our advisors and take your first steps into your future.

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