Insight-based advice

Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.

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Oreste Volkert

First Vice President–Wealth Management

Financial Advisor

Rusty began his career in the financial services industry in 2000. He has an extensive knowledge of financial planning - retirement, estate, education and asset allocation – that allows him to provide comprehensive financial planning to every one of his clients. He also provides consulting services to meet the retirement needs of his corporate and small business clients, and is competent to assist you in making life-changing financial decisions.

Prior to working in this industry, Rusty played professional baseball for the Toronto Blue Jays Organization. He pitched for several of their minor league teams over a five-year period. He is a graduate of the University of Southern California with a Bachelor's Degree in Business Administration, with an emphasis in Finance. He is actively involved with the USC Alumni Association.

Rusty grew up in the neighboring city of La Habra and now resides with his family in Brea, California. He enjoys fishing, playing sports and spending time with his family.

Registered States:
  • AZ
  • CA
  • CO
  • CT
  • FL
  • GA
  • HI
  • IA
  • ID
  • IL
  • IN
  • LA
  • MA
  • MD
  • MI
  • MN
  • MT
  • NC
  • NM
  • NV
  • NY
  • OK
  • OR
  • SC
  • TN
  • TX
  • UT
  • VA
  • WA

Education

  • Bachelor's Degree in Business Administration, with an emphasis in Finance, University of Southern California
135 S. State College Blvd
Suite 650
Brea, CA 92821
  • (714) 256-5462

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Whether it’s for your family, your community or your cause—your money and investments today will shape tomorrow. Start crafting a plan that serves your purpose and the people who matter most. We know your legacy matters to you. It matters to us too.

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