JoAnne Sturgill
Wealth Manager
- Over 20 years of Financial and Wealth Management Services
- Offers Fiduciary Advise with transparency and full collaboration
- Provides customized strategies to build and maintain client’s wealth
JoAnne Sturgill is a Wealth Manager in East Silicon Valley, who is a seasoned financial professional since 1999.
JoAnne personally advises clients on investment management and financial planning needs by focusing on each client’s “bigger picture” and develops a plan to assist them in achieving their dreams and life goals through all types of investment options. She primarily works with business owners, professionals or high- net worth individuals and families; who desire and pursue their goals to have an experienced financial professional to help and guide them with a smart comprehensive financial plan. She is committed to planning, servicing and educating her clients with ongoing regular meetings and proactive communications.
JoAnne’s professional registrations include Series 6, 7, 63, & 65. She is licensed in the state of California for Life, Health, and Disability Insurance.
JoAnne and her husband Chris love to spend their time with Jack & Jill, their two Corgis along with Chris’s two children & their families. They also enjoy travelling and visiting family. They love hiking in the National Parks, attending sporting events among other outdoor activities. During Football season, JoAnne laughs as she becomes a “Football widow” due to her husband's passion for the sport.
CA Insurance License: #0C37219
Location:
East Silicon Valley Office
(510)574-1995
3900 Newpark Mall Rd., Suite 339
Newark, CA 94560
