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Andy Roberson, CFP®, AIF®

Financial Advisor andy.roberson@sgc-financial.com

Fun Facts

Andy is a professional singer and has auditioned for American Idol.

Mission Statement

We help families and private business owners make smart decisions to maintain their financial independence and dignity.

What I Do for My Clients

Andy is a financial advisor who enjoys working with private business owners and successful individuals by coming up with creative ideas to help them reach their goals and then working with their team of advisors to implement these solutions to minimize the time spent for the client and help maximize the ROI.

Andy’s areas of focus include:

  • Family Business Succession
  • Wealth Management
  • Life Insurance
  • Group Benefits for private businesses with 1-200 Employees
  • Key Man & Executive Benefits Carve Out
  • Retirement Income
  • Estate Planning

He believes in objectivity and providing the appropriate solution for his clients as he operates in a firm where there are no proprietary requirements and “open architecture”.

 Personal

Andy earned his Bachelors of Commerce in Finance at Santa Clara University. He has earned the Certified Financial Planner ® designation at American College. Andy also serves as President-Elect on the National Association of Insurance and Financial Advisors – San Francisco Peninsula chapter.

Andy is an avid SF Giants and 49ers fan and also enjoys softball, golf, theater and travel.  Andy lives in Walnut Creek along with his wife Sorrenta, twin daughters Aria and Siena, and his dog Santino who as it turns out is now his only male companion.

FINRA CRD #4143407

California Insurance License #0E70290

T# 940627 DOFU 6-2014