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George Stafford

Silicon Valley Insurance Services at George Stafford & Associates

Intro Book

Seasoned insurance and wealth management professional with expertise in business planning and estate planning.

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Location

Gilroy, California, United States, US

Skills

Insurance
Business Planning
Estate Planning
Philanthropic Planning
Life Insurance
Philanthropy
Strategic Planning
Wealth Management
Trusts
Succession Planning
Fixed Annuities
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Rate

This rate is determined by the professional's skill set, client collaboration, experience and appearance on lineups.

$150.0

Hourly Rate

How This Rate is Calculated

Okay, let’s tackle this. So George Stafford has a strong educational background in biochemistry and physiology, which is not directly related to his current field. However, his experience in business planning, estate planning, and philanthropic planning suggests that he has strong analytical and problem-solving skills. He has also worked with highly compensated executives and professionals, which indicates that he has a good understanding of high-net-worth clients and their needs. Considering his experience and skills, I would estimate his hourly rate to be around $150. This is lower than what I would expect for someone with a similar background in finance or law, but higher than what I would expect for someone with no experience in the field. Perhaps a rate of $200-$300 per hour would be more suitable, but based on the information provided, $150 seems like a reasonable estimate.

Bio

Generated by

Topline AI

George Stafford is a seasoned insurance and wealth management professional with extensive experience in business planning, estate planning, and philanthropic planning. He has worked with highly compensated executives and professionals, providing financial and insurance solutions for income replacement, executive compensation, and corporate succession planning. With a strong educational background in biochemistry and physiology, George has held various roles, including founder of a wholesale veterinary pharmaceuticals company, vice president of sales at a financial services firm, and associate at a financial services firm. He is currently based in Gilroy, California.

Experience

George Stafford & Associates
- Los Altos, CA
- Silicon Valley Insurance Services
  - Jan 2009 - Present
  - Los Altos, CA
  We have the good fortune to work with highly compensated executives and professionals. We have a well earned excellent reputation from financial planners, wealth managers, attorneys, CPAs, trustees and our existing clients.We meet client expectations through an in depth conversation to learn their objectives, by providing concise presentations to support our recommendations and by delivering first class service. Our clients have a formal plan when life, disability and long term care insurance are a good fit. We are independent brokers of highly rated insurance companies.We enjoy working as a team in Silicon Valley and often refer our clients to professionals that have strong skill sets and our same values.
Thomas Brady and Asociates
- San Mateo, CA
- Vice President, Sales
  - Jan 2006 - Dec 2008
  - San Mateo, CA
  Provided financial and insurance solutions for income replacement, executive compensation, estate planning, ESOP remediation and corporate succession planning.
TDC Financial Group
- San Mateo, CA
- Associate
  - Jun 2001 - Dec 2006
  - San Mateo, CA
  Provided financial and insurance related solutions to high net worth professionals and business owners.
Gulf Pacific Partners, LLC
- San Carlos, CA
- International Trade and Finance
  - Sep 1988 - Aug 2001
  - San Carlos, CA
  Gulf Pacific Fertilizer, LLC traded chemical fertilizer in Central and South America and East and West Coast Africa. The company traded with Cargill, USA, Phillip Brothers, US trading companies and the governments of Mexico, Venezuela and former USSR.
St. Paul Pharmaceuticals
- San Carlos, CA
- Founder, Wholesale Veterinary Pharmaceuticals
  - May 1979 - Sep 1988
  - San Carlos, CA
  St. Paul Pharmaceuticals was a wholesale distributor of pharmaceuticals that was licensed by the California State Board of Pharmacy. George Stafford was its licensed pharmacist-exemptee.

Education

1972 - 1975

San Francisco State University
Bachelor's Degree, Biochemistry, Physiology

1972 - 1975

Suggested Services

This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection

Industry Focus. “Insurance and Wealth Management”

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George Stafford

Refer a Friend to Get
100 Credits For FREE

$150.0

Hourly Rate