10/5/22 Granite Bay, CA 1031 Exchange Dinner Workshop

Jeffrey Bangerter - President and Financial Coach, Bangerter Financial Services, Inc.

Jeffrey Bangerter has been working in the Financial Services since 1979; helping his valued clients prepare for and enjoy a comfortable retirement.

Jeffrey has spent the time necessary to get all the licenses needed to be able to put together a proper plan. He is an Enrolled Agent Tax Professional, Mortgage Loan Originator, Investment Advisor Representative, Registered Securities Representative, Insurance Agent and has his Real Estate License.

We empower clients with knowledge to help make smart informed choices as they enter their Golden Years, we make things easy to understand so it becomes clear the direction that should be taken. Our goal is to help people maximize social security, create incomes, provide professional money management, protect your assets from long term care. Our clients know we have a commitment to provide the best solution for their individual situation utilizing our Social Security Planning and Retirement Planning software together to make sure they do not have a point in life where they run out of money.

Jeffrey has been seen frequently on Sacramento’s ABC and CBS affiliate TV Stations, providing timely financial information in an easy to understand format.

Rikki Foster - Vice President of Brokerage Operations, Bangerter Financial Services, Inc.

Rikki Foster is a fully licensed Financial Advisor at Bangerter Financial Services. Cutting his teeth as a local student/athlete, Rikki attended the University of California, Davis where he earned a Bachelors in Sociology with an emphasis in Organizational Studies. He got his start in business operating a local pool service company maintaining the books, client relationships/acquisitions and the day-to-day servicing of client accounts. During this time, Rikki coached a local 13U travel baseball team and was the strength training coach for a future major league baseball player. It was in these roles that Rikki found his passion in coaching and educating individuals. After graduating from UC Davis, Rikki decided to combine his passion for finance and coaching to pursue a career in the financial services industry where he has spent most of his career. Rikki holds his Series 7 General Securities Representative and Series 66 Uniform Combined State Law Securities license as well as his life, health, and accident insurance license, and is a California Registered Tax Preparer (CRTP). He was named Five Star Wealth Manager in 2020. Rikki is currently pursuing his CFP credentials.

Host or Publisher Bangerter Financial Services