(650) 348-1880
Serving the San Francisco Bay Area Since 1990
"Helping Build & Protect Your Future"
FINANCIAL CONCEPTS
Insurance and Financial Services
Main Services
Financial Concepts
Investments
Insurance and Financial Services
Let us put our Knowledge and Experience to Work for you!
Offered Through
LPL Financial
Offered Through Financial Concepts
Who we are:
Professional Specialties
Financial Concepts
Insurance License-since 1990
California Insurance License#0786047
John David Pivirotto
Insurance License-Since 1986
Registered Representative Since 1986
Investment Advisor Representative since 2002
Currently registered with
LPL Financial
Insurance Sale and Service
Personal & Small Business
~ Business Life Insurance Strategies
* Key Man/Executive Compensation
* Non-Qualified Benefit Packages
* Premium Financing
* Life & Disability Income
Buy-Sell Agreement Funding
* Multi-Life Arrangements
~ Life Insurance Planning
~ Group Health Insurance Plans
~ Group Dental, Vision, Disability & Life Ins.
~ Individual Disability Income Insurance
~ Long Term Care Insurance
Investment Advisory Representative
Fee Based Financial Planning
~ Investment Analysis & Planning
~ Insurance Analysis & Planning
~ Retirement Planning
~ College Planning
~ Estate Planning
~ Business Planning
~ Retirement Plan Analysis
~ Executive Compensation Funding
Consultations
Services We Offer:
*Disclosure – Securities and Advisory services offered through representatives of LPL Financial, member FINRA & SIPC. FINRA Branch Office: 233 Bloomfield Road, Burlingame, CA 94010.
This is not an offer to sell securities, which may be done only after proper delivery of a prospectus and client suitability is reviewed and determined. Information relating to securities is intended for use by individuals residing in California, Oregon, Texas and Washington only. Advisory Services are offered to residents of the state of California and Texas. LPL Financial is not affiliated with Financial Concepts. Financial Concepts offer insurance & financial services to residents in California, Colorado, Florida and Oregon.
John Pivirotto’s California Insurance License #: 0699308
Financial Concepts’ California Insurance License #: 0786047
http://brokercheck.finra.org/
