Get to know


Kayley Halopoff

Marketing Specialist

As a marketing specialist, Kayley enjoys creating relationships with our clients and ensuring they always have an exemplary experience. She also makes sure the office runs smoothly.

Kayley has a Bachelor of Science in finance from William Jessup University as well as two associate degrees from Sierra College.

Kayley is a native of Porterville and moved to Rocklin to attend college. She is close to her family — mother Janice, sister Ashlee and brother Josh, who she says have shown her what it means to be a hardworking, dedicated person. When she’s out of the office, Kayley loves adventuring, skydiving, hot air ballooning and country music concerts.

Ready To Take


What do you want your retirement to look like? What are your biggest concerns? What are your dreams? Our 30 min call is designed to answer your biggest concerns about retirement while creating a clear vision of what it could look like.

Or give us a call at 916.458.8199