Team
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 ...
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
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 ...