ST. PAUL, Minn.--(BUSINESS WIRE)--Matthew Bond, 39, was named president and managing partner of the SGC financial advisory firm in San Mateo, CA after only 10 years with the company.
Bond, a resident of San Jose and a native of Goleta, CA, joined the firm in 2002 after earning a bachelor’s degree from the University of California-Santa Barbara. Most recently, he has been a financial advisor and managing director at SGC, responsible primarily for recruiting and training new advisors. In his new role, Bond continues to focus on talent acquisition and development.
“Building the next generation of financial advisors is our top priority,” said Bond. “As government programs shrink, Americans are going to bear more of the responsibility for their own financial futures. Financial advisors can help clients create long-term financial plans that meet their unique needs and goals.”
As an advisor, Bond helps clients build, protect, deploy and transfer wealth. Many are executives and small business owners for whom he develops customized strategies that accommodate changing financial needs while helping to provide tax-advantage benefits. Bond is a registered representative of Securian Financial Services, Inc. a member FINRA/SIPC and a Registered Investment Advisor.
SGC Financial and Insurance Services was founded in 1950 and serves the San Francisco bay area with 25 advisors and ten staff. Headquarters are in San Mateo, with offices in San Jose, San Ramon and Sacramento. It is a member of the Securian Financial Network, a group of independently owned and operated financial advisory firms across the US that market financial products and services provided by Securian Financial Group, Inc. and its affiliates.
Securian offers financial advisors and firms The Securian Advantage, a hybrid of the strongest aspects of the career agency and independent systems. The Securian Advantage provides strong culture and capabilities with the freedom to brand and manage a local firm and meet the unique needs of its markets. The Securian Advantage was created for advisors who want the freedom to run their businesses their way, but with strong support in important areas such as compliance, recruiting, benefits, technology and marketing.
Since 1880, Securian Financial Group and its affiliates have provided financial security for individuals and businesses in the form of insurance, investments and retirement plans. Now one of the nation’s largest financial services providers, it is the holding company parent of a group of companies that include Minnesota Life Insurance Company and Securian Life Insurance Company, a New York admitted insurer.
DOFU – 10-2012
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