Bob Stafford, CFP®, CLU®

Financial Advisor

Phone: (800) 350-4500 ext:379
Fax: (650)-341-1449
E-mail: bob.stafford@sgc-financial.com

CA Insurance License Number: OE07652 "I am so proud to be pursuing the career that my father has been successfully engaged in for over 40 years. The client relationships he has developed and the impact he has made on people's lives are the main reasons I, too, am in this profession." Bob helps his clients identify their financial goals and provides them with a step-by-step approach to help them achieve these goals. Bob enjoys working with busy professionals, executives, and retirees who value the benefits of an ongoing relationship with a Certified Financial PlannerTM professional. With SGC’s fifty years of experience and highly qualified support staff, he is able to provide a full range of comprehensive financial planning, investment & asset management, retirement planning, estate planning, and insurance services. Bob has a Bachelor of Science degree in Economics from the University of California at Berkeley. He is an active member of his community and an active member of the San Carlos Chamber of Commerce. Bob is also an instructor of the ‘Retirement Planning Today’ seminar series which is taught throughout the Bay Area. He has lived in the Bay Area all his life, and he currently resides in San Carlos with his wife, Jessica, and their three children, Grace, Brooke, and Charlie. When not helping his clients or spending time with his family, Bob can usually be found on a golf course somewhere. Registered Representative and Investment Advisor Representative, Securian Financial Services, Inc., Securities Dealer, Member FINRA/SIPC , A Registered Investment Advisor. SGC Financial and Insurance Services is independently owned and operated.