5650 Sunrise Boulevard
While our business has grown in size and in complexity, we still deliver the same personalized service that clients have come to enjoy. We work daily to ensure that our clients will regard our management group as their financial concierge service team. Our independent financial planning team has accumulated over 90 person-years of combined financial experience available for our clients benefit.
Certified Financial Planner, CFP
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,...
David joined GLH&C in 2001 and offers 25 years of experience in the financial services industry. He enjoys helping his clients navigate the complexities of investing, wealth management and tax-sensitive financial issues. While David...
Financial Advisor | Partner
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...
Brendan joined the GLH&C team in 2018, bringing with him years of financial planning and business retirement plan experience. He works side-by-side with his clients, listening to their needs focusing on giving them relevant guidance to...
Mary Robrecht has worked at GLH&C for the past eighteen years.
Joined GLH&C in 2019.
Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.
Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.