To equip clients and advisors to live their best lives by providing advice and education that empowers them to secure their financial futures and protect the ones they love.
Respect, Integrity, Community, Pursuit of Excellence, Trust
Provide accessible education and advice that transforms dreams into action resulting in financial independence for everyone.
We love celebrating together. From holidays, staff outings, Advisor Trips, and SFG Family Fun, its a time to for us to all come together, leave the work behind and just enjoy each other.
GENESIS WOMENS SHELTER
Genesis Womens Shelter is a place to help women escape domestic violence and get back on their feet. We love being able to volunteer here and give back because we understand the importance and the safety of these women and their children.
We love participating in the Korean Festival every year. There is a colorful parade, fan dances, taekwondo demos, art, drummers, dancers and more. Learning about other cultures is always rewarding.
WHO YA KNOW
Who ya Know is an online Radio show about leveraging relationships, resources and connections to help job seekers improve their career search through the power of networking and education. We love being apart of this show because of what it stands for and how they give back to the community.
JOIN OUR TEAM
Check out our Career Page and find out what all the hype is about! Set up a time with one of our amazing recruiters to come in and experience our culture in person.