Broker Check

Team

Phillip Mottini, AIF, RFC

Owner / Financial Advisor

(916) 797-1020

(916) 797-3020

pmottini@PlanWellLiveWell.com

Mr. Mottini has dedicated the past 23 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 ...

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John Mulvaney, MBA, ABA, EA, RFC, CEP

Financial Advisor

(916) 797-1020

(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

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Crystal Brown

Office Manager / Notary

(916) 797-1020

(916) 797-3020

crystal@planwelllivewell.com

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 ...

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Joe Harry

Executive Assistant

916-797-1020

916-797-3020

Joe@planwelllivewell.com

Joe is an Executive Assistant for Phil Mottini at Plan Well Live Well and the newest addition to the team...

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