The Atherton Wealth Advisors Financial Team in Sacramento

The Atherton Wealth Advisors Team

Your Dedicated Financial Partners

Meet the financial professionals At Atherton Wealth Advisors. Our team of experienced professionals is devoted to helping you pursue a purposeful and confident financial life. Each team member brings a fresh perspective and specialized knowledge. Together, we’re here to support you through life’s financial complexities with insight, care, and dedication.

Kimberly B. Ogden CFP®, AIF®

President - * Financial Advisor * Registered Principal

Richard P. “Dick” Gootee

President Emeritus

Rick Nelson, CFP^®

Registered Representative

Elizabeth “BJ” Gootee

Chief Financial Officer

Heather Nuez

Operations Manager

Kari Hamilton

Accountant

Who We Work With

We work with individuals, families, and business owners navigating key life transitions, providing financial guidance and tailored strategies for each life stage.

See Our Clients

Our Approach

Our commitment to integrity and tailored, personal service—rooted in a legacy of proven success—allows us to earn lasting trust and create lifelong friendships.

Explore Our Process

Contact Us

Connect with us today to see how our collaborative, relationship-focused approach can bring confidence and clarity to your financial journey.

Get in Touch