To help successful business owners, families, and individuals reach their financial goals.
I stand behind SGC’s mission statement, “Dream it. Plan it. Live it.”
What I do for my clients:
Passionately help each client plan, build and protect their financial future. In working for an independent financial services firm, alongside a team of knowledgeable and experienced advisors, we use a: comprehensive, objective, focused, and strategic process to help all our clients work towards obtaining their goals and dreams. Ultimately, we seek to become a financial advocate to our clients through ongoing education & long term relationships built on trust and integrity.
Nicholas earned his Bachelor’s degree in Business Finance from San Jose State University. After college, he briefly attended the Police Academy which led him to his career path in proactively being able to help people with their futures.
In his spare time, Nicholas enjoys: staying active doing Crossfit inspired workouts, European and American cars, being outdoors, fishing, traveling, good music, dining and spending time with friends and family.
Nicholas J. Peterson is a Registered Representative and Investment Advisor Representative of Securian Financial Services, Inc. Member FINRA/SIPC. SGC Financial & Insurance Services is independently owned and operated.
FINRA CRD #6118736
California Insurance License #0I14875
T #1264566 DOFU #08-2015