Instructor

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 president of the Santa Clara County Estate Planning Council and as an appointed 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 was formerly president of the Silicon Valley Chapter of the Society of Financial Service Professionals. His hobbies include competitive fencing, bocce ball, and golf.

Risk Management in Personal Financial Planning