MCCLURG CAPITAL CORPORATION - Key Persons
David McClurg, founder and president of McClurg Capital, is a graduate of California State University at Sacramento and studied advanced accounting at the University of Santa Clara Graduate School of Business. In addition to his management responsibilities, David is a fee-based registered investment advisor managing investment portfolios for individuals, trusts, and qualified retirement plans. David 's traditional approach to portfolio construction emphasizes direct ownership of securities A refined, well selected portfolio of debt and equity instruments will provide diversification and the opportunity to satisfy high client expectations at surprisingly low costs. David believes that delivering exemplary investment performance is the most important ingredient to a successful financial plan.
Whether you are seeking rapid appreciation or conservative income opportunities, give David a call today, and explore how a prudent investment plan with McClurg Capital can grow assets and secure your financial future.
Job Titles:
- Financial Advisor - Municipal Bond Trading
Job Titles:
- Financial Advisor - Bay Area Advisors
- Owner of Bay Area Financial Advisors
Jesse Dogillo, CFP, provides financial planning and counseling services to private clients in Silicon Valley. He is also contracted through the US Department of Defense to provide financial educational briefings and counseling to Service Members. In 2016, Jesse was appointed by the California Insurance Commissioner to serve on the Curriculum Board. He has served as President for the Society of Financial Service Professionals, Silicon Valley Chapter and is currently on the national board of directors. Jesse also is the Vice President of the Santa Clara County Estate Planning Council. He enjoys golf, sailing and the sport of sabre fencing.
Jesse is the owner of Bay Area Financial Advisors located in Sunnyvale, CA. and securities transactions are through McClurg Capital Corporation.
Madison has guarded the front door of the McClurg Capital offices since 2012
Job Titles:
- Financial Advisor - Peter Wood Associates
Pete Wood, a FINRA registered representative of McClurg Capital Corporation, is founder and owner of Wood Associates, where he provides investors an enviable array of financial services. For over 25 years, Pete has developed and implemented sound investment strategies for individuals and trans-generational accounts, trust accounts, corporate accounts and 401K's.
Beyond professional portfolio management, Pete assists clients as they navigate the myriad of family, financial, and life decisions requiring thoughtful strategic analysis. A graduate of Lake Forest and the UC Berkeley Graduate School of Business Executive Program, Pete is well equipped to guide you through the complexities of banking, insurance, long-term care, social security, Medicare, and retirement planning. And keep you informed all along the way with frequent communication. Pete welcomes your call today. Invest a few minutes and give Pete a call. You may find it to be one of your best investments.
Job Titles:
- Financial Operations Principal