Itzen Bishop Financial

With a solid foundation of teamwork, our practice draws on the skills and strengths of each member to achieve our collective goal of helping clients like you meet their financial goals. Together, we can help you feel more confident, connected and in control of your financial life.


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Team photo for Itzen Bishop Financial
Team photo for Itzen Bishop Financial

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Advisors

Derek Johnson

CFP®, APMA

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Visit Derek Johnson's website

Cameron Lowe

MBA, CFP®, APMA

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Visit Cameron Lowe's website

Samantha Meagher

APMA

Financial Advisor

Visit Samantha Meagher's website

Kimberly Dawn Neal

APMA

Associate Financial Advisor

Operations Director
Visit Kimberly Dawn Neal's website

Adam Guzkowski

CIMA®

Financial Advisor

Investment Manager
Visit Adam Guzkowski's website


Team

Haley Hammar

Haley Hammar

Client Service Manager

Qualifications

  • Bachelor of Arts, California Baptist University

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Karen Christiansen

Karen Christiansen

Paraplanner

Qualifications

  • Bachelor of Arts, University of California- Los Angeles

  • Notary Public

  • CA License #0D26049

  • FINRA Series 7

  • FINRA Series 66

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Paulina Becerra

Paulina Becerra

Client Service Manager

Qualifications

  • Bachelor of Science, UC San Diego

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Samantha Madden

Samantha Madden

Client Service Specialist

Qualifications

  • Bachelor of Arts, University of Redlands

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Sarah Vargas

Sarah Vargas

Financial Planning Assistant

Qualifications

  • Bachelor of Science, University of La Verne

  • Notary Public

  • FINRA Series 7

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