(650) 348-1880
Serving the San Francisco Bay Area Since 1990
"Helping Build & Protect Your Future"
205 Park Rd., Suite 204
Burlingame, CA 94010
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 Lincoln Financial Securities Corporation
Offered Through Financial Concepts
Member of Burlingame Chamber of Commerce
Affiliations
Who we are
Professional Specialties
Financial Concepts
Insurance License-since 1990
California Insurance License#0786047
John David Pivirotto
Insurance License-Since 1986
CA License #0699308 (check our license status)
Registered Representative Since 1986
Investment Advisor Representative since 2002
Currently registered with
•
Lincoln Financial Securities Corporation
Lincoln Financial Securities Corporation •B.S. Degree-San Diego State University
B.S. Degree-San Diego State University •LUTC Certificate-Business InsurancE
LUTC Certificate-Business InsurancEInvestment Advisor Representative
Fee Based Financial Planning
Personal Planning
• Insurance Analysis & Planning
• Investment Analysis & Planning
• College Planning
• Retirement Planning
• Estate Planning
Business Planning
• Insurence Analysis & Planning
• Retirement Plan Analysis & Planning
• Executive Compensation Funding
Consultations
• Insurance Analysis
• Investment Analysis
Insurance Sale and Service
Personal & Small Business
- Life, Health, Disability & LTC
- Employee Benefit Plans
- Buy-Sell Agreement Funding
- Corp: Executive CompensationPersonal & Small Business
Services We Offer
*Disclosure – Securities and Advisory services offered through representatives of Lincoln Financial Securities Corporation, member FINRA & SIPC. 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 and Colorado only. Advisory Services are offered to residents of the state of California only. Lincoln Financial Securities Corporation is not affiliated with Financial Concepts. Financial Concepts offer insurance & financial services to residents in California and Oregon. Variable & Group insurance products offered through LFS Marketing and Insurance Sales Corporation; fixed insurance products offered through Financial Concepts Insurance & Financial Services.
John Pivirotto’s California Insurance License #: 0699308
Financial Concepts’ California Insurance License #: 0786047
