Giancarlo Foti
CEO & Founder
Together, we can reach new financial heights.
Introduction
Giancarlo has over 22 years of experience in the financial services industry, working for such organizations as Wells Fargo, Ameriprise Financial, and Waddell and Reed. He holds his Series 7, 24, 66 and his California Life and Health insurance licenses.
He started Sierra Ridge, in large part, to avoid the restrictions large broker-dealers place on their representatives: “Our vision was to allow advisors to work with their clients the way they see fit and not to force them into doing anything they don’t want to.”
Giancarlo has a Bachelor of Science in Business Administration from The University of San Francisco. He resides in Lincoln, CA, and enjoys travelling the globe and finding new places to ski or snowboard.
Service Team
Melissa Smentek
Executive Assistant to Giancarlo Foti & James Slaughter
Joseph Bonacci
Portfolio Management Associate, CFA
Anna Alarcon
Administrative Assistant and Insurance Coordinator
Christie Terranova
Office Administrator
Kaitlyn Pfluger
Trader & Licensed Administrative Assistant
David Lovett
Technology & Systems Manager
Location & Contact Information
915 Highland Pointe Dr.
Suite 150
Roseville, CA 95678