Broker Check

Our Team

Joseph Fanucchi, CFP®, AIF®

Founder/CERTIFIED FINANCIAL PLANNERâ„¢ Professional

(925) 944-9644 ext. 4152

(925) 969-7705

joe@gbawealthgroup.com

Joe is a CERTIFIED FINANCIAL PLANNER™ Professional, Accredited Investment Fiduciary, and the Founder of GBA Wealth Group. He enjoys working with clients and building relationships as he assists them in planning for their financial futures. Joe founded GBA Wealth Group on his belief that a team approach not only enhances the client experience, but also allows for a more effective and efficient management of his clients’ investment portfolios and financial planning needs. Joe’s securities registrations include the Series 7, Series 66 and Series 24. He is registered in 23 states and is California Life and Health Insurance licensed. He earned his Bachelor of Science and Business Administration from CSU East Bay. Joe is devoted to his wife and two daughters. He enjoys spending time outdoers with family and friends. Joe is passionate about Cancer research and supports multiple organizations, including; Relay for Life, St. Jude’s, The Lymphoma Society and Purple Stride.

Pam Rosse

Client Services Manager

(925) 381-8248

(925) 969-7705

pam@gbawealthgroup.com

 Pam has been in the Financial Services industry since 1993. She ran her own wealth management business, prior to merging with Joe and GBA Wealth Group in 2015. Pam began working with Joe in 2009, and was impressed by his knowledge and the compassion he had for both the industry and for his clients. She believes that joining forces with Joe has been a positive move for both her and for clients. Pam is a Registered Representative and holds the Series 6, 63, 65 and 7 security registrations. She enjoys her role at GBA, working with clients as they navigate through changes in life, investing and technology. Pam believes that helping clients is an earned honor. She strives to keep earning your trust and helping you enjoy the value of being a GBA Wealth Group client.  

Kathy Korlin

Office Manager - Santa Rosa

(707) 524-3295

(707) 524-3423

korlink@ceteranetworks.com

Kathy has been in the Financial Services industry for over 40 years.  She has been working in our Santa Rosa office for 14 years and has worked with some of our clients for over 20 years, developing a personal connection with many of them.  She enjoys creating new connections with clients and assisting them with various needs.  She is excited to have joined the GBA Wealth Group and looks forward to continued service to our valued clients. Kathy is a Registered Representative and has the Series 6, 63, and 7 security registrations.  In her spare time, Kathy enjoys gardening and the abundant music and entertainment venues in Sonoma County where she has resided for the past 27 years.

Jeff Stecker

Health & Life Insurance Specialist

Jeff brings over 40 years of experience to our team and clients.  He has extensive knowledge in the areas of Life and Health Insurance, including Medicare. Over the years he has seen many changes to rules and regulations. What has not changed is his ability to help individuals find the right products for their needs. 

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How We Work

How We Work

Together.  We realize that no one person has all the expertise nor knowledge needed to assist in all aspects of your financial planning.  While we work together as a team, and utilize firms to assist with the day-to-day servicing of your needs, the most important team member we have is undoubtedly you.  At GBA Wealth Group, we want you to feel confident in the plans we propose, the products we recommend, and how we work with the firms we have chosen.  We encourage you to ask questions and be involved.  We never forget you are the most important team member, and will strive to earn your trust. 

Our team approach adds perspective to all we do and provides increased benefits to our clients.