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2530 Douglas Boulevard
Suite 100
Roseville, CA 95661
(916) 797-1020

 

 

Team

 

Phillip Mottini

Owner / Financial Advisor

916-797-1020

916-797-3020

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 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 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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Diana Burleson is the Executive Assistant to Phil Mottini at Plan Well Live Well. She has been a devoted employee for the last 13 years. She's an expert organizer, a great conversationalist, she gives ...

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