About Us


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.

Join Our Team

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.

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.

Community Involvement

Genesis Women’s Shelter

Genesis Women’s 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.

Korean Festival

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 a part of this show because of what it stands for and how they give back to the community.

Become a part of the family

Contact us today to get started