Financial Freedom Resources
Clara L. Hollin, CFP®, ChFC, CRPC
Partner
425-828-0589
Clara has been serving clients with financial advice since 1992. She holds certification as a CFP® (CERTIFIED FINANCIAL PLANNER™), as well as the CRPC® (Certified Retirement Planning Counselor) and Charter Financial...
Janet Walters
Practice Manager
Janet is the practice manager for Clara Hollin. She manages our customer relationships with trustworthiness, streamlined processes, and a willingness to always provide friendly, efficient customer service.
Jeff Gustafson, CFP®
Partner
4085591620
Jeff is dedicated to helping his clients meet and exceed their financial goals. He takes pride in helping them customize a plan that can be implemented with solutions which helps to give them the confidence that they can accomplish...
Jennifer Calegari
Investment and Insurance Specialist
Jenny is our Client Services Manager and has been in this industry for 14 years. She is responsible for maintaining accounts, collaborating with our team and providing our clients with outstanding service. Jenny earned her business...
Jesse Woods, CFP®
Financial Planner
Jesse understands the importance of financial independence and retirement planning. With a focus on financial education, his clients find an environment where there are no bad questions and more communication is better than less....
Jon Elfin, CRPC, MBA
Partner
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Katherine Phillips, CFP®, CRPC®, *CDFA®
Partner
Katherine manages and deepens existing client relationships by solving financial complexities for clients so they can live their best lives with the resources they have. Katherine works closely with the client’s consultants...
Michael Strohl, CFP®
Partner
While serving his own clients as a financial planner since 1998, Michael also acted as Managing Principal of the Northern California Regional Planning Office of Lincoln Financial Advisors/Sagemark Consulting. In this role from...
Ryan F. Baker, CBEC®️
Partner
Ryan specializes in the planning and investment design of our clients' portfolios. His technical knowledge and ability to quickly assess complex fact patterns is an asset to the firm. Ryan delivers pro-active service and has an in...
Scott J. Cangelosi, J.D., CFP®, CLU
Partner
In 20 years as a "recovering attorney," Scott's passion has been providing clients with personalized, easy-to-understand solutions to their complex financial problems. Whether it's helping business owners access the value they've built...
Scott Ida, CFP®, CEPA®
Partner
(260) 455-9523
Scott has been well versed in all areas of financial planning, with a special focus on investment and estate planning.
Stephanie Langbaum
Investment Specialist
Tom Befumo, CLU
Partner
650-581-3297
With years of experience, Tom is an advisor to advisors. Prior to joining Open Advisors and Lincoln Financial Advisors / Sagemark Consulting, Tom was with Prudential and MetLife as Regional Sales Vice President and Life Insurance...