Team
BG Wealth Partners
Rick Gordon
Wealth Manager
San Francisco, California
Hugh Beecher
Wealth Manager
San Francisco, California
Drew Curto, CFP®
Wealth Manager
San Francisco, California
Derek Engen, CFP®, PFS™, CPA*
Senior Financial Planning Specialist
San Francisco, California
Mitchell Weitz, CFA®
Senior Investment Specialist
San Francisco, California
Harriet Dower
Business Practice Manager
San Francisco, California
Maggie Petersen, CFP®
Relationship Manager
San Francisco, California
Kylie Ng
Relationship Manager
San Francisco, California
Clement Farias
Investment Specialist
San Francisco, California
Nicole Barsotti
Client Associate
San Francisco, California
Charlie Grossmann
Client Associate
San Francisco, California
Kelly Martin
Client Associate
San Francisco, California
Claire McDonald
Client Associate
San Francisco, California
Brendan Supple
Registered Client Associate
San Francisco, California
Trusted Advisors
Work with an award-winning team
As your wealth grows, so do the complexities around managing, preserving, and passing it on. We are the central point of contact responsible for coordinating and uniquely integrating a wide-ranging suite of services to help grow, protect, administer, and transfer your and your family’s wealth.
2024 Best-in-State
Top Wealth Management Teams
2024 Top Wealth Advisors - America’s Top Wealth Advisors
Rick Gordon
2024 Top Wealth Advisors - Best in State
Rick Gordon
2024 Top Wealth Advisors - America’s Top Wealth Advisors
Hugh Beecher
2024 Top Wealth Advisors - Best in State
Hugh Beecher
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Forbes/SHOOK Top Wealth Advisors Best-In-State: (04/03/24, data as of 06/30/24); (04/04/23, data as of 06/30/22); (04/07/22, data as of 06/30/21); (02/11/21, data as of 06/30/20). Ratings may not guarantee future success or results. Fee paid for advertisement materials after ranking announced. Methodology here: https://www.citizensbank.com/private-banking/services/private-wealth/awards/disclosure.aspx
Forbes/SHOOK Top Wealth Management Teams Best-In-State (01/09/24) Data as of 3/31/23. Ratings may not guarantee future success or results. Fee paid to rating provider for advertisement materials after rating announced. Methodology here: https://www.citizensbank.com/private-banking/services/private-wealth/awards/disclosure.aspx
* Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
Citizens Wealth Management (in certain instances DBA Citizens Private Wealth) is a division of Citizens Bank, N.A. ("Citizens"). Securities, insurance, brokerage services, and investment advisory services offered by Citizens Securities, Inc. ("CSI"), a registered broker-dealer and SEC registered investment adviser - Member FINRA/SIPC. Investment advisory services may also be offered by Clarfeld Financial Advisors, LLC ("CFA"), an SEC registered investment adviser, or by unaffiliated members of FINRA and SIPC providing brokerage and custody services to CFA clients (see Form ADV for details). Insurance products may also be offered by Estate Preservation Services, LLC ("EPS") or an unaffiliated party. CSI, CFA and EPS are affiliates of Citizens. Banking products and trust services offered by Citizens.
SECURITIES, INVESTMENTS AND INSURANCE PRODUCTS ARE SUBJECT TO RISK, INCLUDING PRINCIPAL AMOUNT INVESTED, AND ARE:
· NOT FDIC INSURED · NOT BANK GUARANTEED · NOT A DEPOSIT · NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY · MAY LOSE VALUE