Meet Your Retirement Specialists
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To locate your Retirement Specialist, please call our contact center at (855) 616-4776.
Jasmine Bauer, Retirement Specialist
Phone: (424) 274-7148
Counties: Los Angeles, San Bernardino, Ventura
Jasmine began her financial services career in 2012. Prior to joining the Savings Plus team, she assisted in the wealth management of private sector clients, and has also served as advisor to non-profit and public sector retirement plans throughout Southern California. She holds FINRA Series 7, 63, 66, California Life, Accident and Health Insurance, and Variable Contracts licenses.
Johnny Chang, Retirement Specialist
Phone: (916) 299-0531
Counties: Sacramento, Del Norte, Siskiyou, Modoc, Lassen, Shasta, Trinity, Humboldt, Tehama, Plumas, Butte, Sierra, Nevada, Placer, Yuba, Sutter, Yolo, Colusa, Glenn
Johnny has 16 years of experience working in the financial industry and has been a representative with Savings Plus since 2012. He graduated from Columbia College with a Bachelor’s degree in Finance, holds FINRA Series 7, 66, California Health and Life Insurance licenses, and is a Chartered Retirement Planning Counselor (CRPC).
Ralph Hoskins, Retirement Specialist
Phone: (916) 538-7442
Ralph has been a Savings Plus licensed Retirement Specialist since 2014. He holds FINRA Series 6, 7, 63, 65, California Health and Life Insurance licenses, and is a Certified Financial Planner (CFP). Prior to his work with Savings Plus and Nationwide, he was a CSU administrator and an advisor in private practice serving the retirement planning needs of private, public, and non-profit employees.
Jay Javier, Retirement Specialist
Phone: (916) 882-3710
Counties: Sacramento, Inyo, Mono, Madera, Mariposa, Merced, Stanislaus, Tuolumne, San Joaquin, Calaveras, Alpine, Amador, El Dorado
Jay began his career in financial services in 2000 after serving in the US Air Force from 1995 to 1999. In 2015, he joined Nationwide as a licensed Retirement Specialist with Savings Plus. He currently holds FINRA Series 7, 65, and 66 licenses and has almost 16 years of financial/retirement planning experience.
Martha Ocampo, Retirement Specialist
Phone: (760) 440-1263
Counties: Imperial, San Diego, Orange, Riverside
Martha began her career in the financial services industry with Nationwide in 2015 working directly with financial advisors. She obtained a Bachelor of Arts Degree from California State University, Fullerton. Martha also maintains FINRA Series 6, 63, 65 and California Health and Life Insurance licenses.
Sherri Panttaja, Retirement Specialist
Phone: (559) 254-3152
Counties: San Benito, Fresno, Tulare, Kings, Monterey, San Luis Obispo, Kern, Santa Barbara
Sherri began her career in the financial services industry in 2009, serving public and private sector retirement plans throughout Central and Northern California. She graduated from the University of California, San Diego, maintains FINRA Series 6, 63, California Health and Life and Variable Contracts licenses, and is a Certified Retirement Counselor (CRC®).
Victor Tawn, Retirement Specialist
Phone: (415) 710-6188
Counties: Mendocino, Lake, Napa, Sonoma, Marin, Solano, Contra Costa, Alameda, Santa Clara, Santa Cruz, San Mateo, San Francisco
Victor has 19 years of experience working in the financial arena — banking, insurance, investment and wealth management. A graduate of San Francisco State University, majoring in the field of Banking and Finance, he holds FINRA Series 7, 66, and California Health and Life Insurance licenses.
Peter Anderson III, Internal Retirement Specialist
Phone: (916) 307-5712
Peter began his financial services career in 2000. Prior to joining the Savings Plus team, he assisted in wealth planning. Peter graduated from California State University with a Bachelor’s degree in Government and holds FINRA Series 7, 63, 66, California Life, Accident, and Health, and Variable Contracts licenses. Peter has a passion for building relationships and being a knowledgeable resource for his clients.
Peter is available at the Savings Plus Walk-In Center, Sacramento CA.
1810 16th Street
Sacramento, CA 95811
Retirement Specialist Leadership
Michelle Murphy, Program Director
Phone: (916) 917-6901
Michelle is the Program Director for Savings Plus. She has over 24 years of experience with both Public and Private Sector Retirement Plans and 16 of those years with Nationwide. She holds a Series 6, 63, 65, & 26 along with the California Health & Life Insurance license. She holds an Accredited Investment Fiduciary designation, AIF® and is a Certified Business Coach, CBC®.
Greg Sabin, Field Services Manager
Phone: (916) 832-2810
Greg has been a licensed securities principal and Certified Financial Planner (CFP) with Nationwide for 11 years. He holds Series 24, 7, and 65 licenses along with the California Health & Life Insurance license and Chartered Financial Consultant (ChFC) designation. He has presented to more than 1,000 public employee groups during his tenure with Nationwide. Greg leads the Savings Plus Retirement Specialists throughout the State.