Meet the Staff
- Chuck Ebersole - Staff
Ebersole home page
Joslyn Hagan, Kathy’s Registered Assistant, has been with us for over three years. She has her BA degree from North Central University and recently became securities licensed. She is training with me to become a Wealth Coach and will work towards becoming a Certified Financial Planner™. She will begin to work with some of our clients and develop her own clients in the future.
email: hagan@fvbe.info
phone: 916-487-8700 ext. 4.
Daniel Cheng has been with us for over five years. He has a BS Degree from U.C. Irvine, and a MBA from University of Hawaii. He is a Certified Financial Planner™, securities and insurance licensed. He is building his own Wealth Coaching practice along with working with some of my clients. He has a specialty interest in the field of long term care insurance. He is currently involved in a mentoring program with me to expand his capabilities and grow his practice.
email: dcheng@fvbe.info
phone: 916-487-8700 ext. 117.
Kathy Bazzocco, Registered Assistant, has been on my team almost as long as I have. She has been with me for over 29 years. She has helped me provide the best possible service and creative solutions to all of our clients. She is securities licensed and has the best education possible through on-the-job real-world training.
email: kbazzocco@fvbe.info
phone: 916-487-8700 ext. 112.
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
Form ADV FVBE&P Part 2A & 2B Supplement Brochure 2011
A registered investment advisor.