Giancarlo has over 22 years of experience in the financial services industry, working for such organizations as Wells Fargo, Ameriprise Financial, and Waddell and Reed. He holds his Series 7, 24, 66 and his California Life and Health insurance licenses.
He started Sierra Ridge, in large part, to avoid the restrictions large broker-dealers place on their representatives: “Our vision was to allow advisors to work with their clients the way they see fit and not to force them into doing anything they don’t want to.”
Giancarlo has a Bachelor of Science in Business Administration from The University of San Francisco. He resides in Lincoln, CA, and enjoys travelling the globe and finding new places to ski or snowboard.
1435 River Park Drive, Suite 504, Sacramento, CA 95815; Office: 916-891-2557
Securities and investment advisory services are offered through NEXT Financial Group, Inc., member FINRA/SIPC
Sierra Ridge Wealth Management is not an affiliate of NEXT Financial Group, Inc.
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