Jesse G Dogillo LinkedIn
JESSE DOGILLO, CFP®, CLU®, ChFC®, AEP®, founder of Bay Area Financial Advisers, has been a financial planner since 1988. He provides planning, counseling, and financial services to individuals and small business owners in Silicon Valley. He is a registered rep with McClurg Capital, a FINRA/SIPC member; and provides expert witness litigation support and consulting, including financial counseling and education services to current U.S. military service members through the Office of the Secretary of Defense. He enjoys teaching and has taught classes for people seeking financial services licenses, continuing education credits, and through the Financial Planning Association pro bono library program. Dogillo serves as national secretary of the Society of Financial Service Professionals and is a member of the Curriculum Board for the California insurance commissioner, which oversees education for agents and brokers and develops standards for providers and instructors. He is the former president of both the Santa Clara County Estate Planning Council and the Silicon Valley Chapter of the Society of Financial Service Professionals. His hobbies include competitive fencing, bocce ball, golf, and sailing.
Associated Program(s)Personal Financial Planning
Jesse G Dogillo's courses currently open for enrollment
Risk Management in Personal Financial Planning
|Start Date||End Date||Quarter Units||Location||Cost|
|06-20-2023||08-29-2023||3.5||SANTA CLARA / REMOTE||$720.00||Enroll|