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About Us

Our Firm

We are a boutique financial planning and wealth management firm that specializes in helping individuals in financial transition plan sound retirement and investment strategies based on their life goals. A financial transition can include: retirement, death of a spouse, divorce, inheritance, change of jobs or other sudden money event.

At our firm, we have the client—and only the client—in mind.

We offer personalized, hands-on service. We educate our clients about financial concepts and products, and take the mystery out of financial jargon. We utilize custom investment strategies tailored to each client’s risk tolerance and need.

We understand the many challenges of retirement today and know the biggest concern for many is outliving their money. We focus on money management, as well as other issues that are critical to your financial well-being.

For clients that have more than they will need in their lifetime, we can provide coaching and collaboration in the area philanthropy and legacy strategies.

Our Team

Dawn Pedicord, CFP®

(916) 596-6433

Dawn began her career in the financial services industry at Foord Van Bruggen & Pajak, Financial Services in 1998. She has worked with and alongside Carol Van Bruggen at the firm for over 23 years. In 2021 Dawn opened her own firm,...

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Wendy Hunsaker

Client Services Manager

(916) 596-6433

Wendy is the Client Services Manager at Pedicord Wealth Management and has been working alongside Dawn Pedicord since 2012. She is detail oriented and takes great pride in her commitment and loyalty to the clients...

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