Our core values
Our Clients First
We place our clients' needs above all else. Our clients place a high level of trust in us, and we do not take this lightly.
Add value
Our job is to Add Value EVERY TIME; Whether they need our services or not.
Demonstrate Integrity
We strive to act with complete and unconditional honesty, with principles of sound ethics and with proper alignment of priorities. We take our Fiduciary Responsibility very seriously.
adapt to change
We believe that for everyone involved to be successful, we must be willing and able to adapt quickly and efficiently to change. We do not shun change; we welcome it.
achieve balance
We value and expect hard work at every level from ourselves, yet we believe that work is not our greatest purpose in life. We place a higher value on, God, family, giving back and making a positive impact in society and in our client’s lives.
Products and Services
IRA's
Traditional • Roth
Rollover
UTMA / UGMA Accounts
401k's
New Plans
Managing Current Plans
529 Plans
Life Insurance/
Annuities
No cost Financial Consultation and Advice
Our Advisors
Our SUPPORT Staff
Mandy Castañeda
Chelsie Aden
Lourdes Nieto
Keep in Touch!
Bruce Bryce • Phillip Palmer • Daniel Morris
Kurt Castaneda • Jason Wiseman • Daniel Morris • Craig Connolly • Maegan Cooley
Kurt Castaneda • Jason Wiseman • Daniel Morris • Craig Connolly • Maegan Cooley
“Investment advisory services offered through SCF Investment Advisors Inc. • 155 E. Shaw Ave., Suite 102, Fresno, CA 93710 • 800.955.2517 • 559.456.6109 FAX. • SCF Investment Advisors Inc. and Ash Creek Financial Advisors are independently owned and operated.”
Securities offered through SCF Securities, Inc. • Member FINRA/SIPC • Investment advisory services offered through SCF Investment Advisors Inc. • 155 E. Shaw Ave., Suite 102, Fresno, CA 93710 • 800.955.2517 • 559.456.6109 FAX. • SCF Securities, Inc. and Ash Creek Financial Advisors are independently owned and operated.