Our Qualifications

Our practice is based on the extensive experience of Steven L. Spurgeon,RIA (Registered Investment Advisor). Steve began his financial practice in 1977. A member of the National Association of Advisors. Starting his career with NYLIC in 1977, Steve worked for EFHutton in the mid 80's as a life specialist throughout California becoming a Series 7 Registered Representive in 1983. This combination of experience gives SFG the understanding of both, financial planning and asset management. This combination of Investment Advisor / Insurance Broker has been promoted in both industries as the future. To date this concept has not been accomplished by life and investment companies. This gives clients of SFG the ability to work with one advisor an expert in Financial Planning and Asset Manangement.