SagePoint Financial, Inc. |
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Gordon Gilbreath, M.A.Financial Advisor
Phone: (858) 558-2090 x5
My Practice
I became securities registered in 1991 and have broad experience in the field of investments and retirement planning. The focus of my practice is helping investors generate the most income from their portfolios while preserving their principal. I also work with individuals who are interested in growing their investments, saving for retirement, and future college funding. Most of my clients are focused on long-term investing goals through the use of products such as mutual funds as opposed to short-term stock and bond trading.
Registrations
General Securities Representative - Series 7 and 63.
General Securities Principal - Series 24.
Professional and Civic Activities
Member of the American Funds’ All American Team. Criteria for inclusion is based on production and a belief in the company's investment management philosophy.
Member of the Greater San Diego Business Association.
Involved with the University of California at Santa Cruz and the Francis Parker alumni programs in San Diego. Education
1987 M.A. California School of Professional Psychology
1983 B.A. University of California at Santa Cruz
Personal
Gordon lives in Carmel Valley with his partner, Chris, and has been a resident in San Diego since 1968.
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5151 Shoreham Place Phone: (858) 558-2090 |
This communication is strictly intended for individuals residing in the states of AZ, CA, CO, DC, FL, GA, HI, IA, IL, IN, KS, MA, ME, MN, MO, NH, NJ, NV, NY, OK, OR, PA, TN, TX, UT, VA, WA, WI. No offers may be made or accepted from any resident outside the specific state(s) referenced.
Securities and investment advisory services offered through SagePoint Financial, Inc., member FINRA/SIPC and a registered investment advisor.
IMPORTANT CONSUMER INFORMATION