The Team
Itzen Wealth Management

Our Advisors

Adam Guzkowski

Adam Guzkowski

Associate Financial Advisor

More about me...

Contact

adam.w.guzkowski@ampf.com

951.276.0700

Top Areas of Focus

  • Investments
  • Tax Planning Strategies
  • Retirement Planning Strategies

Education

University of California, Riverside; B.S. 2007, University of California, Riverside; B.A. 2007
CA Insurance #0F77728

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Derek Johnson

Derek Johnson

Private Wealth Advisor

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Contact

derek.s.johnson@ampf.com

951.276.0700

Designations

CFP®, APMA®

Top Areas of Focus

  • Investments
  • Retirement Income Strategies
  • Cash Flow Management Strategies

Education

Bachelor's of Science in Financial Economics- University of Redlands
CA Insurance #0I26397

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Our Staff

Karen L. Christiansen

Karen L. Christiansen

Paraplanner
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Contact

karen.l.christiansen@ampf.com

951.276.0700

Qualifications

  • University of California at Los Angeles, BA, 1988
  • Riverside Community College, Associates Degree, 1986
  • 2002–Present, Paraplanner, Itzen & Associates
  • 1993–2002, Office Manager/Administrative Assistant, Itzen & Associates, Riverside, CA
  • 24 years with Itzen & Associates.
Robert A. Osgood

Robert A. Osgood

Client Service Manager
More about me...

Contact

robert.osgood@ampf.com

951.276.0700

Qualifications

  • Bachelor of Science in Financial Economics- University of Redlands, 2017