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.


Our advisors

Derek Johnson

CFP®, APMA

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Learn more about Derek Johnson Visit Derek Johnson's website

Adam Guzkowski

CIMA®

Financial Advisor

Investment Manager
Learn more about Adam Guzkowski Visit Adam Guzkowski's website

Cameron Lowe

MBA, CFP®, APMA

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Learn more about Cameron Lowe Visit Cameron Lowe's website

Kimberly Dawn Neal

APMA

Associate Financial Advisor

Operations Director
Learn more about Kimberly Dawn Neal Visit Kimberly Dawn Neal's website

Samantha Meagher

APMA

Financial Advisor

Learn more about Samantha Meagher Visit Samantha Meagher's website

Sara Anita Uribe

Associate Financial Advisor

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


Our 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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Sarah Vargas

Sarah Vargas

Financial Planning Assistant

Qualifications

  • Bachelor of Science, University of La Verne

  • Notary Public

  • FINRA Series 7

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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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Ian Bishop

Ian Bishop

Business Development Director,

Co-Founder of Itzen Bishop Financial