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    Nathan J. Sadowski, Management Consultant/Investment Adviser Representative

    Hello, my name is Nathan J. Sadowski, I was born and raised on a farm in Midwestern Canada. I come from a family of seven, two sisters and four brothers. Five of us reside in California and two are still in Saskatchewan, Canada.

    I learned how to drive a tractor and milk goats by the age of 8 years old; I truly understand hard work. I received an academic/baseball scholarship in 2000 and left the farm to go to California and pursue my baseball career, which was cut short due to an injury. My college studies continued at Menlo College where I graduated with a B.A. in Business Management. Currently I reside in San Francisco with my wife Sonbol and our daughter Ariana.  I  still pursue my passion for the game by playing on a team in a San Francisco City League.

    My other passion is helping people. I got involved in investment advisory because I wanted to help guide people, especially my parents as they neared retirement. With over a decade of consulting, insurance and investment management experience I fully understand the value of protecting assets for retirement and family. 

    I understand the significance of planning and how my own choices can impact my family’s well being and will extend that same care to you and your family. I am here to help and I look forward to meeting you and discussing your needs.

    Yours truly,

    Nathan J. Sadowski

    Investment Adviser Representative and Licensed Insurance Professional, 0F91699

    I am registered as an Investment Adviser, which is defined as someone who is paid to provide advice about securities. Investment advisers can also be paid to manage investment portfolios or offer financial planning services. 

    I am also studying towards my Certified Financial Planner designation (CFP) at Kaplan University. CFP professionals integrate a complex body of investment knowledge, ethically contributing to prudent investment decisions by providing objective advice and guidance to individual and institutional investors. 

    Keith M. Oslie, Investment Adviser Representative

    As you consider the important decision of who you will depend upon to provide guidance and management around your financial planning, I would like the opportunity to work with you, on your behalf to help achieve your financial goals. Only by understanding first “who I am” can you determine whether our beliefs and values are similar enough that we are the “best fit” to work as a team.

    As a proud family member of a long line of US Service members I learned the importance of commitment, integrity and selflessness at a very young age. As the oldest of five, I made sure to lead by example and help make sure my family was cared for with all of my ability. While I was born in CA, because of my father’s active enlistment, most of my formative years were spent in the Midwest where commitment, honor, leadership and responsibility are quickly complemented by the need for regular physical labor, effective communication and prudent financial management. All characteristics required of an oldest son of a father and grandfather who are small business owners.

    After working for many years in the family businesses, in 1999, I decided to return to California with the objective of continuing to round out my skills and values that I had gained while continuing my professional growth. Working in operational management in the logistics industry for 16 years, I was able to further my skills and knowledge by growing my abilities and capabilities as they pertain to organizational skills. In 2008 I was fortunate enough to meet one of the most remarkable people ever- Little did I know at the time, that Mendy would ultimately become my best friend and confidant and the mother of our daughter, Lakyn. Today, as a family, we reside in Emeryville and enjoy all of the benefits that the Bay Area has to offer.

    My commitment should you decide to place your confidence and your financial planning needs with me, I, Keith Oslie, Investment Adviser Representative, vow to uphold my fiduciary oath, I commit to applying all of my professional skills and personal values for the benefit of achieving your financial needs and goals.

    In conclusion, thank you for considering my pledge of my values, background, skills, and personal commitment for the active planning and management of your financial future.

    Sincerely,

    Keith M. Oslie

    Investment Adviser Representative
     

    Team Card
     
     


    To schedule a time to discuss your financial future and the possible role of insurance and investments in your financial strategy, contact us at admin@pacificexcel.com or call us at (510) 217-8125 today!

     

    By contacting us, you may be offered information regarding the purchase of insurance and investments products.

    Investment Advisory Services offered by Global Financial Private Capital, LLC. SEC Registered Investment Adviser.

    Contact Us Today!

    Phone: (510) 217-8125

    Fax: (510) 227-5931

    admin@pacificexcel.com

    2413 Webb Ave. Suite B
    Alameda, CA 94501-2922



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