Gene has over 30 years of experience in the investment industry as a Financial Advisor and we are happy that is is a part of our team. He began his career by advising individual participants of deferred compensation plans utilized by cities and counties in the greater San Francisco Bay Area. He moved on to a Wall Street firm as a registered representative and in November 1988 established himself as an independent advisor. Since 1988 he has worked with some of the largest independent broker dealers. Gene Assists individuals and businesses with all facets of financial and retirement planning.
Gene’s securities registrations include Series 7 and Series 63. Separately, he is also licensed to offer Life Insurance, Long-Term Care Insurance, Disability Insurance, and Variable Contracts CA Insurance License #0663016
Gene has been a resident of the San Francisco Bay Area since 1956, attended local schools and holds a B.S. Degree in Business from John F. Kennedy University. Gene and his wife Gaylene live in Martinez.