Shelley  (Richardson) Goglio,  CFP<sup>&reg;</sup> - Financial Advisor

Shelley (Richardson) Goglio, CFP®

CPWA®

Sr. Vice President - Wealth Management

UBS Financial Services

750 University Avenue, Suite 250
Los Gatos, CA 95032
FINANCIAL ADVISOR'S WEBSITE
(408) 827-3266

General

Shelley (Richardson) Goglio is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at UBS Financial Services in Los Gatos, CA and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 63, 65, 66

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - Certified Private Wealth Advisor (CPWA® )

Insurance Licenses

  • Life insurance

Broker-Dealer Affiliation

None/NA

Broker-Dealer Disclaimer


Financial Advisor's Specialties

Comprehensive Financial Planning, Charitable & Planned Giving, Career Change, Estate Planning, Investment Management, Retirement, Startup, Succession Planning, Long-term Care, Sudden Wealth

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