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Our Advisors

Donn Levine, ChFC®, CLU®

Financial Advisor donn.levine@sgc-financial.com

Mission Statement

We help families, professionals and business owners achieve and maintain their financial independence.

What I Do for My Clients

Donn works closely with families, professionals and business owners in helping them build, preserve and protect their net worth.

His areas of focus include:

  • Wealth Management
  • Estate Planning
  • Retirement Solutions
  • Life Insurance
  • 401k Plans
  • Business Solutions
  • Education Funding

Personal

Donn earned his Chartered Financial Consultant and Chartered Life Underwriter designations at the American College. He has served on the Board of Directors of the Society of Financial Service Professionals – Silicon Valley Chapter and has a B.A. in Economics from NC State University.

California Insurance License #0586447

The 2007 Club Champion at the Stanford University Golf Club, Donn is head golf coach at the Castilleja School in Palo Alto.

Donn enjoys travel with his nurse practitioner wife, Sara, and follows the SF Giants and 49ers. An avid photographer, Donn has 2 grown children and 2 grandchildren.