Jeffrey Gustafson

Financial Planner | Retirement | Investments | Estate | Risk Management | Tax | 401(k)

Financial Adviser at Lincoln Financial Advisors Corporation in Campbell, CA

About

I am dedicated to helping my clients meet and exceed their financial goals. I take pride in helping them customize a plan that can be implemented with solutions which help provide the ability to accomplish their goals. I enjoy working with business owners, executives, families and individuals who value long-term collaborative relationships and sound professional advice. As a Financial Planner of Sagemark Consulting, I am able to work with other team members to bring the highest level of experience into various types of engagements. I often work with business owners and individual clients on planning for retirement and financial independence, business succession planning, estate planning and investment planning. Prior to becoming a Private Wealth Advisor, I spent almost 20 years in senior marketing and management roles in the networking and telecommunications industry. During that time, I lived in Hong Kong for 8 years and I have had extensive international business experience around the world. Much of my career has been working with small and medium sized business owners, identifying and implementing solutions that would help increase profits or save cost. As a result, I focus much of my practice on working with business owners as I understand how to put a value on a business solution. Extending my service to individual clients has been a natural progression as my business relationships strengthen and often overlap into individual needs.

Contact
Click for phone number
(408) 879-4224
Address
2105 S Bascom Ave Ste 300 in Campbell, CA 95008
Info
None specified

Reviews

Peer Endorsements

Best Answers

Q&A
Asked by Paulmiller102
Answered by Dave Bradley, Investment Manager (Financial Advisor) in North Charleston, SC
Hi Paulmiller102, When someone passes, their property generally goes through probate (a court-supervised process of settling a deceased person's personal and financ...
3

Specialties

  • Annuities
  • Bonds & Fixed Income
  • Business Planning
  • Equities
  • Estate Planning
  • Life Insurance
  • Mutual Funds
  • Retirement Planning
  • Risk Management
  • Tax Advantaged Investments

Background

Experience

Financial Planner | Sagemark Consulting