Northern California

Mutual of Omaha Advisors

Visit us on social:
Areas Served:
Check the background of investment professionals on FINRA BrokerCheck. Please note Insurance Agents* who are not securities licensed will not be listed on this site.

Dedicated Professionals Guiding Others

Our Mission
We help our customers protect what they care about and achieve their financial goals.

Helping to Guide Others
With offices in Concord and throughout Northern California, our advisors are helping to make a difference in the lives of others. Our team of dedicated professionals maintains the highest standards of professionalism and service to our customers. We begin by taking our customers through a process of discovery in several key areas. Only then, with the knowledge and understanding of the customer’s wants and needs, do our advisors recommend the right strategies.

Mutual of Omaha Advisors Difference
To help our advisors meet their goals, we provide uncommonly comprehensive training, personal branding and marketing strategies complete with an extensive library of material, a true career path and a meaningful financial investment to their future.
Learn more about how our approach separates us from others in the financial industry.

News & Updates

  • “Darkness cannot drive out darkness; only light can do that. Hate cannot drive out hate; only love can do that.” -#MartinLutherKingJr

  • Share your best trivia question for #NationalTriviaDay! Comment with yours below!

  • Cheers to the New Years! What are your goals for 2019?

  • Best Jobs For Veterans 2018 - US Veterans and Military...

    Eight of the best civilian jobs for transitioning veterans have been identified by one of the top job search sites, … Continue reading Best Jobs...

    Read News Article
  • Top 10 Secrets for Job Search Success

    You need more than a proofread cover letter, perfect resume, and polished shoes to find a job. 10 job search secrets that will help you find a job fast.

    Read News Article
  • It's the shortest day of the year. The first day of winter is here! #WinterSolstice

Contact Us

To request more information, please complete and submit this form:

I would like to be contacted
I am a
What is the best time to reach you?
I would like to be contacted by

This is a solicitation of insurance. A licensed agent/producer may contact you.

Back to top