Broker Check

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





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 ...

Read more

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

Read more

Crystal Brown

Office Manager / Notary



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 ...

Read more

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 ...

Read more