Advisor Assisted Investing
Dennis Adams and Stephen Seewer
Schedule a No-Cost, No-Obligation Appointment:
- Phone: Dennis (415) 674-4845 or Stephen (415) 674-4846
- Email: Dennis firstname.lastname@example.org or Stephen email@example.com
Meet Our Financial Advisors
Dennis Adams is a financial advisor at SF Fire Credit Union. Dennis was born and raised in Palo Alto and lives in Novato. Prior to joining SF Fire Credit Union, Dennis worked for a major bank’s wealth management division for twenty years. He has been licensed for more than thirty years and is a Certified Fund Specialist®. He was educated at Fuller Seminary where he received a Masters of Divinity. Dennis is securities licensed in the states of California and Connecticut. He’s also insurance licensed in California (#0A66675).
Stephen Seewer is a financial advisor at SF Fire Credit Union. He is registered through our broker-dealer CUSO Financial Services, L.P. (CFS)* and brings with him twenty years of experience as a licensed securities broker and a successful career at a large financial institution. Stephen is securities licensed in Arizona, California, Connecticut, New York and Utah. He’s also insurance licensed in the state of California (#0A82045).
Stephen’s educational background includes a Bachelor’s of Science in Finance from Golden Gate University where he graduated Magna Cum Laude.
He’s a Bay Area native who has long considered San Francisco’s Parkside District his home, and takes a great interest in community activities including his recent completion of the San Francisco Fire Department’s Neighborhood Emergency Response Teams training program.
Available Financial Planning Services Include:
- Retirement planning
- Income planning
- Investment advisory and risk management
- Life insurance services
- Stocks, bonds, mutual funds, annuities, etc.
- Financial planning