Continuing Education and study are an integral part of our philosophy and have been incorporated into our practice.
Ben Goodkind, CFP
Certified Financial Planner
Registered Series: 7, 24, 63
California Insurance License #0473464
Bachelor of Science, Business Administration
California State University, Sacramento
Community Involvement:
Citrus Heights Chamber of Commerce
The Financial Planning Association
Ben Goodkind brings 36 years of experience to our organization. He specializes in company 401K and Profit Sharing Plans as well as Individual Retirement Accounts (IRA's), and Self-Employed Pension Plans (SEP).
Click here to send an e-mail to Ben Goodkind
Sita Lalchandani, CFP
Certified Financial Planner
Registered Series: Series 7, 24, 63, 65
California Insurance License #0B82806
Bachelor of Arts, Economics
University of Gurjrat, India
Community Involvement:
Sacramento Area Commerce & Trade Organization (SACTO)
Sacramento El Dorado Medical Society Alliance
Sita brings 13 years of experience as an Investment Advisor Representative and an additional 10 years in the banking industry. Sita specializes in 401K plans, Self-Employed Pension Plans, IRA's, and 403B Tax Sheltered Annuities.
Click here to send an e-mail to Sita Lalchandani
David Hankin, CFP
Certified Financial Planner
Registered: Series 7, 31, 63, 65
California Insurance License #0B64235
Bachelor of Science, Business Administration, Marketing
California State University, Sacramento
Community Involvement:
Citrus Heights Rotary, Past
Sacramento Choral Society & Orchestra Board of Directors, Past
David brings over 14 years of Financial Planning experience to our firm. He specializes in Company 401K and Profit Sharing Plans, 403B Tax Sheltered Annuities, 401K and 457 IRA Rollovers, Retirement Investing and Estate Planning.
Click here to send an e-mail to David Hankin
Securities offered through Multi-Financial Securities Corp., Member FINRA, SIPC. Advisory and Financial Planning Services are offered through The Goodkind Advisory, Inc or Multi-Financial Securities Corp. Certain associates of GLH Financial Services are registered representatives and investment advisor representatives of Multi-Financial Securities Corp. GLH Financial Services is not an affiliate of Multi-Financial Securities Corp.