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5650 Sunrise Blvd
Suite 250
Citrus Heights, CA 95610

 

Team

We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

Our team of financial professionals can help you address:

  • Investing principles and strategies
  • Retirement investing and distribution strategies
  • Estate conservation issues
  • Risk management

We also can answer your questions, including:

  • Can I retire early?
  • Are my investments working hard enough?
  • What’s the best approach for college savings?
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?

Our experienced professionals have helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situation.

 

Sita R. Lalchandani

Certified Financial Planner, CFP

(916) 967-3208

(916) 967-3664

Sita Lalchandani is a Certified Financial Planner with GLH Financial Services in Citrus Heights, California. She is dedicated to providing exceptional service to her clientele of successful professionals, business owners, retirees,...

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David Hankin

Certified Financial Planner, CFP

(916) 967-3208

(916) 967-3664

It has always been David’s aim to provide his clients with solid tax sensitive investment advice for clients during the past 17 years. David offers deeply informed insights into strategies that aim to meet today’s challenges. David...

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James Callens

Financial Advisor, LUTCF

(916) 967-3208

(916) 967-3664

Jim Callens joined GLH Financial in August 2011, and became a full partner of GLH&C Financial in August 2012, bringing with him all the resources, knowledge, and experience of his own former company, Callens Financial Group. By...

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Brendan has joined the GLH&C team bringing with him a wealth of knowledge from years of financial planning and business retirement plan experience. He is enthusiastic about providing tailored service to meet the needs of individuals...

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Our success over the past 38 years is due in no small measure to the loyalty of our clients who have entrusted their financial future to our knowledge and skill. We are proud to stand among the few tried and true independent financial...

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Mary Robrecht

Mary@GLHCFinancial.com

(916) 967-3208

(916) 967-3664

Mary Robrecht has worked at GLH&C for the past eleven years.

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Luda Gnedash has worked for GLH&C for the past five years.

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