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J.D. Ceja

J.D. Ceja

Financial Advisor

J.D.’s gratification as an advisor comes from building mutual trust with his clients and developing deep human relationships.

Native to the Central Valley, specifically Merced, CA, J.D. spent his youth and early adult years working in the agriculture industry and continuously found ways to give back and get involved in his local community. After graduating from Sacramento State University, J.D. has dedicated himself to guiding his clients through the intricacies of retirement planning and nurturing their most valued relationships.

When not in the office, J.D. can be found exploring new hiking trails in the greater Sacramento area, weightlifting, running, or spending quality time with his family.

10 Things You Didn’t Know About J.D.

  1. J.D. participates in kickboxing training in his free time.

  2. J.D. is a diehard Los Angeles Chargers fan and enjoys watching college and NFL football.

  3. The Fast and Furious is J.D.’s favorite movie series. 

  4. J.D. enjoys listening to R&B, Country, and Lo-Fi Hip Hop music.

  5. Mexican and Italian food always taste good to J.D.!

  6. When given a choice between being indoors or outside, J.D. will always pick being outside. 

  7. J.D. is at his best when surrounded by people.

  8. J.D. is always up for trying new things, especially exploring new activities, and trying new restaurants.

  9. Whether for pleasure or learning, J.D. enjoys reading and plans to add 15 new books to his shelf each year.

  10. J.D. is fluent in Spanish.

Chris Bulman

Founder & Financial Advisor

Scott Vlahon

Financial Advisor

Elaine Westphal

Chief Operations Officer

Stephanie Hernandez

Client Services Manager

Rachel Koff

New Business Development Manager

Kayley Halopoff

Client Services Manager

Kaytie Hernandez

Operations Intern

Marcos Lemus

Service Advisor

Michelle Gosselin

Operations Manager

Kiet Nguyen

Financial Planning Manager

Sarah Magnussen

First Impressions Coordinator