At Itzen Bishop Financial (IBF), we believe that we have established ourselves as an outstanding wealth management services office in the Inland Empire with a commitment to putting our clients’ needs first. Since opening our doors, dedication, innovation and relationships are the foundation of our business. When we look to our future, we’ll continue to provide comprehensive financial advice and a broad range of strategies to take on a more impactful role in this market focusing on helping our clients thrive.

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

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Our advisors

Advisor photo for Derek Johnson

Derek Johnson

CFP®, APMA®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER® professional
Learn more about Derek Johnson Visit Derek Johnson's website
Advisor photo for Adam Guzkowski

Adam Guzkowski

CIMA®

Private Wealth Advisor

Investment Manager
Learn more about Adam Guzkowski Visit Adam Guzkowski's website
Advisor photo for Cameron Lowe

Cameron Lowe

MBA, CFP®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER® professional
Learn more about Cameron Lowe Visit Cameron Lowe's website
Advisor photo for Kimberly Dawn Neal

Kimberly Dawn Neal

Associate Financial Advisor

Operations Director
Learn more about Kimberly Dawn Neal Visit Kimberly Dawn Neal's website
Advisor photo for Samantha Meagher

Samantha Meagher

APMA®

Financial Advisor

Learn more about Samantha Meagher Visit Samantha Meagher's website
Advisor photo for Sara Anita Uribe

Sara Anita Uribe

APMA®

Associate Financial Advisor

Learn more about Sara Anita Uribe Visit Sara Anita Uribe's website


Our team

Haley Irazoque

Haley Irazoque

Operations 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

  • CEP®- Certified Estate Planner™

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Sarah Vargas

Sarah Vargas

Paraplanner

Qualifications

  • Bachelor of Science, University of La Verne

  • Notary Public

  • FINRA Series 7, Series 66

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Paulina Becerra

Paulina Becerra

Client Concierge,

Marketing Coordinator

Qualifications

  • Bachelor of Science, UC San Diego

  • FINRA Series 7

  • FINRA Series 66

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Samantha Madden

Samantha Madden

Paraplanner,

Client Service Manager

Qualifications

  • Bachelor of Arts, University of Redlands

  • FINRA Series 7

  • FINRA Series 66

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Nicolas Fedotov

Nicolas Fedotov

Client Service Manager

Personal Intro

Bachelor of Science, University of Redlands

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