Dawn Pedicord CFP® is a CERTIFIED FINANCIAL PLANNER™ Professional, a graduate of the California State University, Sacramento with a major of finance and insurance and has been with our firm for 11 years. Dawn is the director of our retirement plan services, is a financial planner, conducts investment analysis, and oversees the operations of client investment accounts.
phone: 916-487-8700 ext 3421
Dawn has been in the financial services industry since 1998 and has worked for Carol Van Bruggen since May of that year. She holds the designation of CERTIFIED FINANCIAL PLANNER™ Professional and is licensed with the Department of Corporations as a Registered Investment Advisor. Dawn is also licensed with FINRA (Financial Industry Regulatory Authority) with her Series 6 license. In addition, she is a licensed Insurance Agent with the state of California. Dawn earned her bachelor of science in Business Administration, with concentrations in Finance and Insurance, from California State University, Sacramento. She is a member of the Western Pension & Benefits Conference and the Financial Planning Association of Northern California.
Dawn specializes in comprehensive financial planning, investment management and regularly makes presentations to employees of local companies on the fundamentals of investing and retirement plans. She was a budgeting counselor and a Board of Director for Financial Disciplines, a non-profit corporation, from 2002 through 2005. She is a graduate of Crown Financial Ministries and has been a facilitator for many Crown groups.
Dawn recently joined the Rotary Club of Roseville to assist with service projects in her local community and she regularly serves in the children’s ministry of her church.