
Brian Rambo
Founder and President
Brian Rambo, CFP®, is the founder and president of Rambo Wealth Management. Beginning in the financial industry in 2004, Brian worked for Morgan Stanley and Edward Jones, and in 2008 joined a small independent broker dealer in...
Dan Kjerulf
Financial Advisor
With financial success comes more choices about what we do with our time and how we help the people we care about. I believe that nothing is more important than these relationships. This knowledge is at the center of my...
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Regan Petties
Administrative Assistant
Regan was born and raised in the Bay Area. She has 10 plus years of customer service and management experience. After graduating high school, she began working as a Customer Service Associate for BuyBuy Baby, and progressed...
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