About Us

Jim Vonderwerth Jim Vonderwerth began his career in 1993 working in New York City’s World Trade Center 2 (south tower) as an Account Executive for Dean Witter. There he under went extensive training with the best in the business to gain the knowledge necessary to help his clients plan for their financial future. In 2001 after a successful tenure at Cal-Fed, top management offered and Jim accepted a position with INVEST Financial Corporation, located at Placer Sierra Bank. Here Jim put his skills to work and headed the Folsom Lake area branches; in all, Jim successfully managed as many as 14 investment centers and 9 at any given time, and was a favorite of the employees as well as customers. The bank was purchased in Jan 2007 and a decision to launch Vonderwerth Financial Services was established.

“I look forward to the future! There are many great opportunities to take advantage of and I plan to help my clients find some of the best places to invest in their future. My goals are my clients financial needs and if it is in their best interest, I plan to help them help themselves.” – Jim

Today Jim is President of Vonderwerth Financial Services with securities offered through Cetera Advisor Networks LLC, a Cetera Company, member SIPC.

Jim considers himself a retirement professional from the experience he’s gained over the years and is a Registered Representative with Cetera Advisor Networks LLC and holds the series 7 and series 63 registrations, and California Life and Disability licenses. He provides professional financial guidance in the area of retirement analysis and college analysis. Also there’s a full array of investment choices, which include stocks and bonds, mutual funds, tax-deferred annuities both fixed and variable and tax-free investments. If you need life insurance, or long-term care, call or email us for a quote.

Jim cares deeply about his clients, and meeting their financial goals is first and foremost. Please call Jim at 916-320-1128. Or you can send him an email message.