SGC Financial

Description

Address: 3 Waters Park Dr #115, San Mateo, CA 94403 Hours: Closed ⋅ Opens 8AM Tue Monday8AM–5PMTuesday8AM–5PMWednesday8AM–5PMThursday8AM–5PMFriday8AM–5PMSaturdayClosedSundayClosedSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (650) 573-8525: Category: : : : : : Website: Place name: Website: http://www.sgc-financial.com/ Category: Financial Planner Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a questionPopular times Mondays MondaysTuesdaysWednesdaysThursdaysFridaysSaturdaysSundaysBased on visits to this place. 8 PM: 6a9a12p3p6p9p12a3a6a9a12p3p6p9p12a3a6aClosed Sundays—pick another dayNot enough data yet for WednesdaysNot enough data yet for FridaysClosed Saturdays—pick another dayHistogram showing popular times on MondaysHistogram showing popular times on TuesdaysHistogram showing popular times on Thursdays Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of SGC Financial & Insurance Services Posting publicly on the Web Write a review Reviews Be the first to review

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SGC Financial Employees

Employee
Years
Job
Industry
Patrick McAndrew Patrick McAndrew San Francisco Bay Area Details
Patrick McAndrew's SGC Financial Experience May 2014 - Present
Job Financial Advisor
Industry Financial Services
Experience
SGC Financial   May 2014 - Present
306TH POC (SD)   August 2012 - Present
Transamerica Financial Advisors, Inc.   March 2003 - June 2012

Skills
Leadership, Leadership Development, Personal Financial..., Life Insurance, Fixed Annuities, Health Insurance, Military, Army, Customer Service, Training, Retirement, Public Speaking, Management, Team Building, Coaching, Investments, Financial Services, Insurance, Risk Management

Education
Golden Gate University   2012 — 2014
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General

Mt. San Antonio College   2009 — 2010
General Education

Andy Roberson, CFP® AIF® Andy Roberson, CFP® AIF® San Francisco Bay Area Details
Andy Roberson, CFP® AIF®'s SGC Financial Experience June 2010 - Present
Job Financial Advisor
Industry Financial Services
Experience
NAIFA San Francisco Peninsula   June 2014 - Present
SGC Financial   June 2010 - Present

Skills
Business, Strategic Financial..., Insurance, Financial Analysis, Employee Benefits, Small Business, Risk Management, Budgets, Strategic Planning, Retirement Planning, Start-ups, Financial Modeling, Marketing, Customer Service, Finance, Business Development, Team Building

Education
Santa Clara University   1997 — 2001
BA

Jesuit High School   1993 — 1997

Aaron Peabody, CFP Aaron Peabody, CFP San Francisco Bay Area Details
Aaron Peabody, CFP's SGC Financial Experience May 2009 - August 2013
Job Financial Advisor at Summit Financial Group
Industry Investment Management
Experience
Summit Financial Group, LLC  August 2013 - Present
SGC Financial   May 2009 - August 2013
Los Altos Sunset Rotary   October 2009 - 2013
Bank of America  October 2006 - May 2009

Education
California State University-Sacramento   2005 — 2009
BS, Business Administration Concentration Finance

Moreau Catholic   2001 — 2005

Trefor Bacon Trefor Bacon San Francisco Bay Area Details
Trefor Bacon's SGC Financial Experience September 2009 - December 2009
Job Vice President at Silicon Valley Bank
Industry Financial Services
Experience
Silicon Valley Bank  September 2014 - Present
Silicon Valley Bank  November 2012 - September 2014
Silicon Valley Bank  March 2012 - November 2012
Silicon Valley Bank  November 2010 - March 2012
Wells Fargo Financial  December 2009 - November 2010
SGC Financial   September 2009 - December 2009
Bon Appetit  September 2006 - September 2009
First Investors Financial Services  January 2009 - March 2009
Oakland Raiders  2008 - 2009

Skills
Portfolio Management, Finance, Financial Analysis, Investments, Risk Management, Credit, Loans, Financial Risk, Commercial Lending, Credit Analysis, Banking, Commercial Banking, Cash Management, Accounting, Underwriting, Sweaters, Financial Modeling, Credit Risk, Analysis

Education
Santa Clara University - Leavey School of Business   2005 — 2009
B.S of Commerce, Business Finance

Bond University   2007 — 2007
Business Finance

Justin Skelton Justin Skelton San Francisco Bay Area Details
Justin Skelton's SGC Financial Experience August 2010 - Present
Job Financial Advisor at SGC Financial
Industry Financial Services
Experience
SGC Financial   August 2010 - Present
Santa Cruz Biotechnology  September 2007 - January 2010
UC Santa Cruz  June 2007 - June 2008
Stanford Center for Professional Developement   2002 - 2005

Skills
Strategic Financial..., Personal Financial..., Wealth Management, Wealth Accumulation, Investments, Investment Advisory, 401k, 401k Rollovers, Qualified Retirement..., Estate Planning, Disability Insurance, Risk Management, Special Needs Trusts, Data Analysis, Finance, Biotechnology

Education
Santa Clara University - Leavey School of Business   2009 — 2012
MBA, Finance

University of California, Santa Cruz   2004 — 2008
Bachelor of Science, Biochemistry and Molecular Biology

Mountain View High School   1999 — 2002

Oak

Kaitlin Davis-Allen Kaitlin Davis-Allen San Francisco Bay Area Details
Kaitlin Davis-Allen's SGC Financial Experience March 2010 - October 2010
Job at Accel Partners
Industry Financial Services
Experience
Accel Partners  June 2011 - Present
Satmetrix Systems  October 2010 - June 2011
SGC Financial   March 2010 - October 2010
Morgan Stanley Smith Barney  June 2009 - September 2009
The United States Senate  June 2008 - September 2009
Santa Clara University  September 2007 - June 2009
Santa Clara University  January 2007 - March 2008

Skills
Financial Modeling, Microsoft Excel, Financial Analysis

Education
Santa Clara University - Leavey School of Business   2006 — 2010
Bachelors, Finance

Jesuit High School

Jeffry Sugimoto Jeffry Sugimoto San Francisco, California Details
Jeffry Sugimoto's SGC Financial Experience January 2010 - February 2012
Job Senior Accountant at Steinbruner Hill CPAs
Industry Accounting
Experience
Steinbruner Hill CPAs   June 2015 - Present
PMB Helin Donovan  January 2013 - May 2015
Byron Union School District  November 2010 - December 2014
Khoo & Company, Inc   February 2012 - January 2013
SGC Financial   January 2010 - February 2012

Skills
Series 7, Series 66, CPA Candidate, Uniform Combined State..., 401k, Retirement Planning

Education
University of California, Santa Barbara   2007 — 2009
BA, Economics, Accounting Emphasis

Steven La Cava Steven La Cava United States Details
Steven La Cava's SGC Financial Experience October 2009 - May 2010
Job Practical Business Solutions Through Mathematical Modeling
Industry Research
Experience
Fickle Frugal Foodie   August 2009 - Present
SGC Financial   October 2009 - May 2010
Fisher Investments  May 2008 - January 2009
Fisher Investments  April 2007 - May 2008
University of Arizona  January 2005 - October 2006
University of Arizona  August 2002 - April 2005

Skills
Strategy, Data Analysis, Entrepreneurship, Physics, Data Mining, Social Media Marketing, Statistics, Social Media, Marketing, Online Advertising, Start-ups

Education
University of Arizona   2002 — 2006
B.S., Physics

University of Arizona   2002 — 2006
B.S., Astronomy

Katherine Lee Katherine Lee Folsom, California Details
Katherine Lee's SGC Financial Experience April 2007 - November 2007
Job Americas Sales and Marketing Organization
Industry Semiconductors
Experience
Intel Corporation  July 2015 - Present
The Principal Financial Group  January 2008 - July 2015
SGC Financial   April 2007 - November 2007
Principal Funds (formerly WM Group of Funds)   February 2005 - March 2007
Franklin Templeton Investments  December 1999 - February 2005

Skills
Sales Recruitment, Selection, Recruiting, College Recruiting, Insurance, Onboarding, Finance, Retirement, Applicant Tracking..., Vendor Management, Management, Leadership Development, Human Resources, Talent Management, Temporary Placement, Employee Benefits, Banking, Deferred Compensation, Investments, Employee Engagement, Workforce Planning, Leadership, Succession Planning, 401k, Financial Services, Benefits Administration, Technical Recruiting, HRIS, Personnel Management, Employee Relations, Benefits Negotiation, Performance Management

Education
Golden Gate University   2002 — 2005
MS, Human Resources Management

California State University-Sacramento   1994 — 1999
BA, Oganizational Communications

Nathan Skelton Nathan Skelton San Francisco Bay Area Details
Nathan Skelton's SGC Financial Experience May 2010 - January 2011
Job Staff Solutions Architect Adaptive Insights
Industry Internet
Experience
Adaptive Insights  March 2014 - Present
POPSUGAR  March 2012 - November 2013
Satmetrix Systems  March 2011 - March 2012
SGC Financial   May 2010 - January 2011
Stanford Center for Professional Development  2005 - 2008

Skills
Marketing, Strategic Financial..., Strategic Planning, Forecasting, Finance, Financial Modeling, Strategy, Financial Analysis

Education
Santa Clara University - Leavey School of Business   2007 — 2010
B.S., Finance

Foothill College   2005 — 2007
Business

Mountain View High School

Taylor Sterling Taylor Sterling San Francisco Bay Area Details
Taylor Sterling's SGC Financial Experience April 2008 - November 2010
Job Founder + Creative Director of Glitter Guide
Industry Online Media
Experience
Glitter Guide  June 2011 - Present
SGC Financial   April 2008 - November 2010
Performance Physical Therapy, PC   September 2007 - March 2008
Abercrombie & Fitch  June 2005 - March 2007
Women's Wear Daily Los Angeles   July 2004 - September 2004

Skills
Online Branding, Social Media, Digital Media, Content Strategy, Fashion, Brand Development, Blogging, Magazines, Marketing Communications, Online Advertising, Facebook, Photography, Creative Writing, Digital Strategy, Social Media Marketing, Social Networking, Creative Direction, Copywriting

Education
Cal Poly San Luis Obispo   2003 — 2005
BA, Communication Studies

Nick Polidoroff Nick Polidoroff Greater Nashville Area Details
Nick Polidoroff's SGC Financial Experience June 2009 - January 2011
Job Business Development Consultant at Jackson National Life
Industry Financial Services
Experience
Jackson National Life  May 2013 - Present
Jackson National Life  July 2011 - Present
SGC Financial   June 2009 - January 2011
Triple Threat Academy  2005 - 2008

Skills
Insurance, Series 7, Uniform Combined State..., Retirement Planning, Strategic Financial..., Series 63

Education
Trinity University   2005 — 2009
Business Administration, Finance, Accounting

Brett Lytle Brett Lytle San Francisco Bay Area Details
Brett Lytle's SGC Financial Experience 2009 - Present
Job Member at WealthCounsel, LLC
Industry Legal Services
Experience
McDowall Cotter, APC  July 2007 - Present
McDowall Cotter, APC  July 2007 - Present
WealthCounsel, LLC  2004 - Present
SGC Financial   2009 - Present
Howard, Lytle, Mah & Jackson   July 1987 - July 2007
NNEPA   1997 - 2005
Law Offices of Mark Church   1985 - June 1987

Skills
Wealth Preservation, Asset Protection, Wealth Transfer, Estate Administration, Trust Management, Entity Formation, Entity Extraction, Wealth, Trusts, Estate Planning, LLC, Wealth Management..., Wills, Powers of Attorney, Gift Tax, Estate Tax Planning, Estate Law

Education
University of the Pacific - McGeorge School of Law   1984 — 1985
LLM, International business and Taxation

Gonzaga University - School of Business Administration   1983 — 1984
MST, Taxation

Gonzaga University School of Law   1981 — 1984
JD, Law

University of Iowa - Henry B. Tippie College of Business   1976 — 1981
BBA, Business Administration and Industrial relations

John D. Lee, CFP® John D. Lee, CFP® San Francisco Bay Area Details
John D. Lee, CFP®'s SGC Financial Experience August 2006 - February 2015
Job Managing Partner, Financial Advisor at Vantage Wealth Management, LLC
Industry Financial Services
Experience
Vantage Wealth Management, LLC   February 2015 - Present
SGC Financial   August 2006 - February 2015
Pure Digital Technologies  June 2002 - August 2006
Microsoft  October 1998 - December 2000
LinkExchange  1998 - 2000
Intuit  January 1997 - August 1998
Sheraton Boston Hotel  1995 - 1996
The Clorox Company  1994 - 1994
APM (CSC Healthcare)   September 1990 - June 1993

Education
Stanford University Graduate School of Business   1993 — 1995
MBA, Business

Stanford University   1985 — 1990
BAS, Sociology and VTSS (Industrial Engineering)

Ames High School   1982 — 1985

Boriss Bikosvili Boriss Bikosvili San Francisco Bay Area Details
Boriss Bikosvili's SGC Financial Experience May 2012 - June 2013
Job Assistant Vice President, Financial Solutions Advisor
Industry Banking
Experience
E*TRADE Financial Corporation  September 2015 - Present
Bank of America  October 2014 - September 2015
First Republic Bank  August 2013 - September 2014
SGC Financial   May 2012 - June 2013
Viral Impressions   August 2011 - January 2012
Enterprise Rent-A-Car  June 2011 - August 2011
HumidorParadise.com   September 2010 - July 2011
Jewish Community Center  March 2008 - March 2011

Skills
Customer Service, Social Media, Event Planning, Sales, Marketing, Financial Analysis, Salesforce.com, Marketing Strategy, Finance, Business Development, Social Media Marketing, Fundraising

Education
University of San Francisco   2009 — 2011
Business Administration, Finance and Marketing

Hebrew Academy of San Francisco   2005 — 2007

Nina Dees Nina Dees San Francisco Bay Area Details
Nina Dees's SGC Financial Experience 2007 - 2007
Job Graphics Promotions Marketing Events
Industry Events Services
Experience
Deesigns Graphics Marketing Events   June 1979 - Present
Mattel, Inc.   2013 - Present
TwinkieDeeStar   2000 - Present
Deesigns   1979 - Present
Kidabra Magic Journal   April 2009 - Present
Toastmasters  1972 - Present
American Girl  2013 - 2015
ChatterBlock   2013 - 2014
SGC Financial   2007 - 2007
SF Institute of Design & Merchandising (FIDM)   2001 - 2002

Skills
Photography, Social Media, Trade Shows, Event Planning, Graphics, Event Management, Illustration, Brochures, Marketing, Sales, Entertainment, Graphic Design, Logo Design, Social Media Marketing, Public Speaking, Social Networking, Advertising, Creative Direction, Marketing Communications, Newsletters, Management, Brand Development, Publications, Feature Articles, Copywriting, Web Design, Email Marketing, Online Marketing, Feature Writing, Custom Fabrication, Special Events, Event Decor, Balloon Twisting, Face Painting, Comedy Magic, Writing, Customer Service

Education
Stanford University   2010 — 2012
Web Design, Social Media Marketing

California Polytechnic State University-San Luis Obispo
BS-Double Major, Gr Communication, Design, Mgmt, & Speech Minor

Foothill College
AA, Commercial Art

Julia (Brosche) Coulter Julia (Brosche) Coulter San Francisco Bay Area Details
Julia (Brosche) Coulter's SGC Financial Experience February 2007 - June 2007
Job Conifer Financial Services
Industry Investment Management
Experience
Conifer Fund Services, LLC   February 2008 - Present
Visa  September 2007 - December 2007
SGC Financial   February 2007 - June 2007
Left Bank Restaurant  January 2004 - March 2007

Skills
Hedge Funds, Asset Managment, Customer Service, Management, Training, Asset Management, Investments, Event Management, Marketing, PowerPoint, Alternative Investments, Finance, Securities, Recruiting, Bloomberg, Equities

Education
College of San Mateo   2004 — 2006

Foothill College   2002 — 2004

Burlingame High School   1998 — 2002

Susan Dittmann, M.A.. Susan Dittmann, M.A.. San Francisco Bay Area Details
Susan Dittmann, M.A..'s SGC Financial Experience March 2014 - Present
Job Senior Director Talent Development at SGC Financial
Industry Staffing and Recruiting
Experience
SGC Financial   March 2014 - Present
East Bay Women's Job Search Network   June 2009 - November 2014
Give Something Back Office Supplies  August 2013 - January 2014
The Guardian Life Insurance Company of America  May 2011 - July 2013
St. Mary's College   August 2010 - May 2011
MassMutual Financial Group  August 2006 - July 2010
East Bay Works/One Stop   2006 - 2006
Career Path Consulting   2001 - 2006
ASTD  1998 - 2001

Skills
Recruiting, Leadership, Employee Benefits, Networking, Staff Development, Talent Acquisition, Applicant Tracking..., College Recruiting, Onboarding, Talent Management, Human Resources, Employee Relations, Training, Leadership Development, Career Counseling, Resume Writing, Workshop Facilitation, Employee Training, Organizational..., Employee Engagement, Succession Planning, Career Development, Temporary Placement, Organizational..., Workforce Planning, Sales, Conflict Resolution, Executive Coaching, Internet Recruiting, Technical Recruiting

Education
Marymount University   1996 — 1997
Master of Arts, Organization Development

Berlitz Language Program, Tokyo, Japan   1990 — 1991
Japanese Language Program

University of San Francisco   1986 — 1989
Bachelor of Science Business Adminsitration, Hospitality Management

Tom O'Brien; CFP®, CLU®, ChFC® Tom O'Brien; CFP®, CLU®, ChFC® San Francisco Bay Area Details
Tom O'Brien; CFP®, CLU®, ChFC®'s SGC Financial Experience June 2008 - Present
Job Financial Advisor at SGC Financial
Industry Financial Services
Experience
SGC Financial   June 2008 - Present

Skills
Asset Management, Investment Advisory, Wealth Management, Mutual Funds, Investment Strategies, Series 7, Retirement, 401k, Portfolio Management, Estate Planning, Investment Management, Asset Allocation

Education
Thunderbird School of Global Management   2004 — 2005
MBA, International Business Management

University of California, Santa Barbara   1999 — 2003
BA, Global Studies

Half Moon Bay High School   1995 — 1999
Diploma, General

West Mercer Elementary   1986 — 1991

Rocki Savaiigaea Rocki Savaiigaea San Francisco Bay Area Details
Rocki Savaiigaea's SGC Financial Experience June 2007 - Present
Job Director of Recruitment & Selection
Industry Financial Services
Experience
SGC Financial   June 2007 - Present
First Republic Bank  September 2001 - May 2007
Wells Fargo Bank  May 2000 - August 2001

Education
San Jose State University   2001 — 2003
Business Managment, Humanities

Menlo College   1998 — 2000

Tatyana Dorokhova Tatyana Dorokhova San Francisco Bay Area Details
Tatyana Dorokhova's SGC Financial Experience February 2009 - August 2010
Job Financial Advisor
Industry Financial Services
Experience
MDB Group   July 2010 - Present
SGC Financial   February 2009 - August 2010

Skills
Series 7, 401k, Wealth Management, Financial Analysis, ETFs, Estate Planning, Retirement Planning, Series 66, Strategic Financial..., Mutual Funds, Investments, Retirement, Insurance, Portfolio Management, Investment Advisory

Education
San Francisco State University   2005 — 2009
MBA, Decision Sciences, Finance

Christopher Yen Christopher Yen San Francisco Bay Area Details
Christopher Yen's SGC Financial Experience July 2010 - June 2011
Job Director of Brokerage Services at American Brokerage Network
Industry Financial Services
Experience
American Brokerage Network   August 2011 - Present
SGC Financial   July 2010 - June 2011
Blackhawk Wealth Solutions   March 2008 - May 2010
AEGON Asset Management  May 2005 - August 2007

Skills
Financial Advisory, Life Insurance, Long-term Care, Strategic Financial..., Underwriting, Term Life Insurance, Finance, Retirement Planning, Employee Benefits, Brokers, Business Development, Small Business, Leadership

Education
University of California, Berkeley

Jerald Henderson, CFP®, ChFC, CLU, CFS, FLMI Jerald Henderson, CFP®, ChFC, CLU, CFS, FLMI San Francisco Bay Area Details
Jerald Henderson, CFP®, ChFC, CLU, CFS, FLMI's SGC Financial Experience
Job VP Investment & Planning Svcs at SGC Financial
Industry Financial Services
Experience
SGC Financial  

Skills
Series 7, Series 63, Uniform Combined State...

Education
San Francisco State University
Bachelor of Business Administration (BBA), Marketing/Marketing Management, General

Robert Ostenberg, CFS Robert Ostenberg, CFS San Jose, California Details
Robert Ostenberg, CFS's SGC Financial Experience February 2004 - Present
Job Financial AdvisorWealth Manager at SGC Financial
Industry Financial Services
Experience
SGC Financial   February 2004 - Present
First Investors Corporation  January 1999 - February 2004

Skills
Retirement Planning, 401k, Insurance, Wealth Accumulation, Mutual Funds, Financial Planners, Series 7, IRAs, Strategic Financial..., Investment Advisory, Sales, Retirement, Life Insurance, Fixed Annuities, Investment Strategies, Wealth Management, Finance, Series 63

Education
Oregon State University   1995 — 1999

lodi high

lodi high

Veronica Navarrete Veronica Navarrete San Francisco Bay Area Details
Veronica Navarrete's SGC Financial Experience December 2008 - September 2009
Job Finance Manager Strategy & Planning, Marketing at Ghirardelli Chocolate Company
Industry Financial Services
Experience
Ghirardelli Chocolate Company  July 2014 - Present
Ghirardelli Chocolate Company  May 2013 - June 2014
Williams-Sonoma, Inc.   September 2009 - May 2013
SGC Financial   December 2008 - September 2009
Williams-Sonoma, Inc.   June 2007 - August 2007

Skills
Time Management, Finance, Financial Modeling, Essbase, Financial Reporting, Marketing, Financial Analysis, Strategic Financial..., Teamwork, Forecasting

Education
Santa Clara University   2004 — 2008
BSC, Finance