Andy Roberson, CFP®

Andy Roberson, CFP®

Phone: 650-227-0361
Fax: 650-341-1449
E-mail:

Mission Statement

As a financial architect, my job is to bring creative and value-based
solutions to my clients to help them realize and achieve their short and long term goals. I advise high net worth individuals and business owners on wealth management and preservation strategies. My focus includes retirement income funding, business exit strategies and estate planning.

Financial Advice for Clients

I am a Registered Representative of Securian Financial Services who is
affiliated with SGC Financial & Insurance Services, an organization of
professionals who have a 60-year history of helping people meet their
financial objectives. SGC Financial offers securities and investment
advisory services through Securian Financial Services, a prominent financial services company dedicated to helping clients build and protect wealth. This association brings depth, stability and significant resources to my clients.

Bringing it all Together

Many of my clients already have trusted long-term advisors – perhaps an attorney, CPA or both – who have done much of their planning work (wills, trusts, business agreements, retirement plans, etc.). My work supplements and coordinates the services these advisors provide. While each of your existing advisors is a focused specialist, I look at the various pieces of your financial picture and put them together by using a cross-disciplinary approach to help meet your objectives. I also work closely with your advisors to ensure that the alternatives you choose complement any existing business, estate tax or investment strategies.

Designations and Affiliations

Certified Financial Planner™ American College
Entrepreneurs’ Organization Sponsor San Francisco Chapter
Financial Planning Association Member San Francisco Chapter

Personal

Andy graduated from Santa Clara University with a BS in Finance. Originally from Sacramento, Andy lives in San Francisco with his wife Sorrenta and dog Santino and enjoys baseball, golf, singing, theater, hiking, and travel.

T#196767 DOFU 6-2010