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916-235-4646

Live your Ideal Life. What’s your path?

Client Centered


Our business is built on a foundation of thoughtful client relationships. What's important to you is important to us!


Your Ideal Life Financial Advisors Team...

Joan Welchman Office Admin/Manager 

Daniel Poppers Financial Advisor/Partner

Gabriella Lundqvist Financial Advisor/Partner 

Jim den Dulk Senior Business Consultant

Investment Management

Investment Management

Principal-based investment management employs a focus on investment principals that have stood the test of time.

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Financial<br />Planning

Financial
Planning

At Ideal Life Financial Advisors we truly believe that life is about more than just money.

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Wealth<br />Management

Wealth
Management

What if all aspects of your financial life were organized and focused on maximizing your financial potential? 

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Value<br />Proposition

Value
Proposition

The right advisor can have a profound impact on your personal, professional and financial life.

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Your Future

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of our foundation of success.

Our Services

Through in-depth planning and objectivity, our advisors will guide you in aligning your financial choices with your most important goals and deeply held values. We help you take appropriate steps to ensure your financial house is in order - not just for today, but for the rest of your life. As critical as this is, a partnership with our firm extends far beyond your personal financial life. When your money is well managed, you will be free to spend your time focused on the things that matter most.

Download "Retire Happy," Our Free Ebook!

Are you looking forward to retirement? Are you really prepared for what lies ahead? Our free ebook can help you find out. Register today to receive your copy of "Retire Happy: A Simple Guide to Your Next Big Adventure."

Who We Help

Physicians &#38; Dentists

Physicians & Dentists

We create strategies that are tailored to your needs and goals.

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Baby Boomers

Baby Boomers

Years of experience have prepared us to guide you through your life transitions.

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Business Owners

Business Owners

Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.

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Women

Women

Want to learn more about retirement, social security, or estate strategies? We have a wealth of resources.

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