How We Work
Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.
Crystal Brown
Office Manager / Notary
(916) 797-3020
Crystal joined the Plan Well Live Well family in September 2008. She is the Plan Well Live Well Office Manager, as well as a Notary Public. She brings technical support, organization and systemization to the table. She's ...
John Mulvaney, MBA, ABA, EA, RFC, CEP
Financial Advisor
(916) 797-3020
jmulvaney@PlanWellLiveWell.com
John has more than 40 years of experience in tax and financial management and planning. Prior to joining Quantum Advisors 15 years ago, he was the CFO of a multi-national manufacturing company operating in seven countries. His current
Phillip Mottini, AIF, RFC
Owner / Financial Advisor
(916) 797-3020
Mr. Mottini has dedicated the past 35 years of his life to his career in the financial planning industry. Prior to starting his own business as a financial advisor at Plan Well Live Well™, Mr. Mottini spent eight years ...