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. Here is where he studied and received extensive training with the best in the business to gain the knowledge necessary to help his clients plan for their financial futures.  In 2001 after a successful tenor at Cal-Fed, senior management offered Jim a position with INVEST Financial Corporation, located at Placer Sierra Bank.   Jim excelled and put his talents and skills to work heading the Folsom Lake area branches, in all, Jim successfully managed as many as 14 investment centers and was a favorite of both the employees and customers.  The bank was purchased in Jan 2007 and a decision was made to launch Vonderwerth Financial Services which is still growing today.

Jim works as a Registered Representative and holds the AIF (Account Investment Fiduciary designation), today Jim is President of Vonderwerth Financial Services with securities offered through Cetera Advisor Networks, Member FINRA/SIPC.

Jim considers himself a retirement specialist and currently holds the series 7, series 63 registrations, California Life and Disability licenses as well as the AIF designation.   Jim provides professional financial consultations for retirement and college planning.  There's a full array of investments to choose from, which include stocks and bonds, mutual funds, tax-deferred annuities both fixed and variable.  If you have need life insurance or long-term care needs call or email us for a quote.

We care deeply about our clients, and helping each of them accomplish their financial goals is first and foremost in our practice.

Please call Jim at Direct: (916) 320-1128  office: (916) 362-4107. Or you can email us at vonderwerthj@ceteranetworks.com