Peter Evans, CLU® , ChFC®
Phone: (800) 350-4500 ext:333
Fax: (650) 341-1449
E-mail: peter.evans@sgc-financial.com
CA Insurance Licence Number: 0690243
Peter Evans is an Investment Advisor
Representative with Securian Financial Services, Inc. in San Mateo, California.
For over 19 years, Peter has assisted Bay Area residents and business
owners in the planning of their financial future.
A graduate of Menlo College in Atherton, California, he earned a B.S. in
Business Administration. Peter
believes that only through education and careful planning can individuals
achieve financial success. "The most satisfying thing about what I do is helping people
determine their financial goals and then helping draw a 'road map' to achieve
them. It's very gratifying to
realize I am going to make a big difference in their quality of life twenty or
thirty years in the future."
Peter has achieved the designations of both Chartered Life Underwriter
and Chartered Financial Consultant, each taking several years of study and
requiring twenty hours of tests in areas such as income taxation, retirement
planning, life insurance, investments, and business planning.
Very few individuals in the financial services industry have achieved
both of these designations.
Peter lives in Hillsborough, California with his wife Victoria and their
five children, Julia, Lauren, Katie, Peter James, Colin.
Registered
Representative, Securities and Investment Advisory Services offered through
Securian Financial Services, Inc. Member of FINRA/SIPC.
SGC Financial and
Insurance Services is independently owned and operated.
TR#0638-2005-15413
DOFU 04/20/2005
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Contact Info
3 Waters Park Dr., Suite 115
San Mateo, CA 94403
Map and Directions
Phone: (650) 573-8525
Fax: (650) 341-1449
