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    Nathan J. Sadowski
    Management Consultant/Wealth Manager
    Insurance Professional - License 0F91699

    Hello, I was born and raised in Mid-western Canada on a farm. I come from a family of seven children - four brothers and two sisters. Five of us reside in California, and the other two still live in Saskatchewan, Canada. I reside in Walnut Creek with my wife - Sunni - and our two year old daughter - Ariana.

    While growing up on the farm, by the time I was eight years old I learned how to drive a tractor, shift gears on the grain truck, milk goats, then carry the five gallon buckets from the barn back to the house. I truly understand hard work and the value of an earned dollar.

    I received an academic and a baseball scholarship in 2000 and left the farm for California to pursue my baseball dreams at Pasadena City College, San Francisco State University and Menlo College.  My baseball career was cut short as a result of an injury. I continued my studies at Menlo College, where I graduated with a Bachelor of Science (B.S.) in Business Management in 2005. 

    I got involved in investment advising because I wanted to learn how to make smarter decisions about my own money as well as help my family.  My parents worked long and hard and saved for many years and I wanted to make sure they preserved their nest egg, especially as they neared retirement. With over fourteen years of consulting, insurance, and investment management, I fully understand the value of conservation of capital and protecting assets for retirement and family.  

    I understand the significance of planning. My choices have impacted my family’s well-being in a very positive way, and I will extend that same experience, guidance, and care to you and your family.

    Yours truly, Nathan

     

    Kathleen Evans
    Relationship Manager

    I am not only a native of California, but of Alameda. On one side of my family, we go back to “the beginning”, and on the other side of my family, my grandfather, one set of my great-grandparents and one of my great-great-grandmothers immigrated here from Greece. While continuing to learn English little-by-little, they immediately obtained work and starting at “the bottom", lived the American Dream to the fullest and worked their way up, resulting becoming quite successful. I have resided only in California - and only on an island or at a beach - not to mention in a total of two Zip Codes!

    After completing my education in the San Francisco Bay Area, I continued my education at Santa Ana City College in Santa Ana and at the University Of California - Irvine.

    As for my working experience, I was fortunate enough to start my career at a very young age working for the head of The Clorox Company at the organization’s headquarters, which continue to be in Oakland. Because of my education having a focus in law, I left Clorox only to pursue working in the legal sector. I worked in various capacities of law in San Francisco, Los Angeles and Orange County. I took a leave in 1984 to work for the Los Angeles Olympic Organizing Committee. I broke away from law for a time in Orange County to work for one of the “Big Four” accounting firms there.

    I look forward to the possibility of serving you.

    Sincerely, Kathleen

     

    Keith M. Oslie
    Wealth Manager
    Insurance Professional - License 0L77279

    As you consider the important decision of who you will depend on to provide guidance and management around your financial planning and investment advisement, 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 with one another as a team.

    As a proud family member of a long line of U.S. military service members, I was taught the importance of serving my family and community with commitment, selflessness and integrity. As the eldest of five, I learned at a very young age to lead by example and to put others’ interests above my own. To the extent of my ability, I made sure that my family was cared for. While I was born in California because of my father’s active military enlistment, most of my formative years were spent in the mid-west, where responsibility, commitment, leadership and honor are quickly complemented by the need for prudent financial management, effective communication and regular physical labor - all characteristics required of the eldest son and grandson 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 which I had gained while continuing my professional growth. Working in operational management in the logistics industry for sixteen years enabled me to expand my knowledge and capabilities and round out my overall organizational skills. In 2008 I was fortunate enough to meet one of the most remarkable people ever. Little did I know at that time that ultimately Mendy would not only become my confidant and best friend, but she would become the mother of our child.

    We reside as a family in Alameda, enjoying all of the many benefits which the Bay Area offers. Our small-town community gives us the confidence we have in raising our daughter - Lakyn - which continues to assist in the fostering of her well-being and happiness.

    Should you decide to place your financial planning and investment advisory needs with me, my pledge to you is that I, Keith Oslie, Investment Adviser Representative, vow to uphold my fiduciary oath and commitment 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 background, skills, pledge of values, confidence and personal commitment for the active planning and management of your financial future.

    Sincerely, Keith

     

    Samuel V. Gaeta
    Wealth Manager

    Since 2015 I have been working with families and business owners throughout the Bay Area and Reno Tahoe to develop financial strategies. My professional mission is to guide clients with a process-driven approach in the development, implementation and support which is required for a destination-focused financial strategy.

    The financial planning process does not end at implementation, and just like other things in life, a sound financial plan evolves over time. It is my fiduciary responsibility to provide each of my clients with recommendations which are in their best interest, and to periodically assess their respective plan’s effectiveness toward meeting their goals.

    In February of 2016 I passed the Series 65 exam, which is administered by the North American Securities Administrators Association, to become an Investment Advisor Representative under Global Financial Private Capital, LLC. Previous to becoming an Investment Advisor Representative, I worked as an Insurance Specialist for Integrated Wealth Consultants, Inc.

    I am an avid triathlete and I have completed two Ironman Triathlons. I also like to spend my free time golfing, hiking and exploring the world with my wife - Kelsey - and my dog - Lucy.

    Sincerely, Sam

     

    Darryl D. Yorkey
    Wealth Manager
    Insurance Professional - License 0L60843
    Attorney at Law  

    I am from San Diego, California, I reside in the Berkeley, California and I have lived in Germany and in Denmark.

    I received a Juris Doctor from the University of California - Hastings College of the Law in San Francisco, California, a Master of Business Administration and Master of Public Health Degrees from San Diego State University and a Bachelor of Science Degree from Tulane University.

    I am licensed to practice law in all California and Oregon State Courts; the Federal District Court for the Northern, Eastern, and Central Districts of California, the 9th Circuit Court of Appeals and the United States Supreme Court.

    After successful careers as a public health regulator and a marketing executive in the biotech industry, I began practicing law. Having witnessed first-hand the difficulty that the public has in accessing competent, individualized and affordable legal representation when I was forced to file a whistle-blower action against a state agency, I decided to utilize my talents and law degree to provide personal and customized legal representation to satisfy the needs of individual clients and their families and to assist growing businesses.

    Prior to my solo law practice in the San Francisco Bay Area, I worked for the California Attorney General’s office in Oakland, California and for the Federal District Court for the Northern District of California for a Magistrate Judge in San Francisco.

    Later I began my solo law practice, specializing in the areas of business/transactional, charitable giving, civil litigation and estate planning. My current and previous casework has been well publicized in the San Francisco Bay Area local media and in the national media.

    I was selected by the State Bar of California to be a Bar Exam Grader.

    I hold a faculty position as an Adjunct Professor at San Diego State University.

    I am training to be a reserve police officer in the San Francisco East Bay so that I can give back to my adopted communities.

    I enjoy outdoor sports.

    Sincerely, Darryl 



    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.

    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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    *Guarantees provided by insurance products are backed by the claims paying ability of the issuing carrier.

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

    Insurance Services offered through Pacific Excel Insurance Services, an Independent Insurance Agency, CA License # 0F91699

    Investment advisory services offered through Global Financial Private Capital, LLC, an SEC-Registered Investment Adviser. SEC registration does not imply a certain level of skill or training. Pacific Excel Wealth Advisors and GFPC are not affiliated entities. One or more individuals at Pacific Excel Wealth Advisors are registered as investment adviser representatives of GFPC with certain state securities divisions. Investment adviser representatives receive fee-based compensation in exchange for soliciting investment advisory services provided by GFPC on behalf of Pacific Excel Wealth Advisors clients. Additional information regarding the specific investment advisory services and products offered by GFPC can be found within GFPC's Form ADV Part 2A Brochure (“the Brochure”) available on GFPC's website http://gf-pc.com.

    In addition to providing certain investment advisory services on behalf of GFPC as described in the Brochure, individuals associated with Pacific Excel Wealth Advisors and the Pacific Excel Wealth Advisors itself may provide or offer to its clients certain other products or services outside GFPC's or its affiliates' supervision and control, including but not limited to, insurance-related advice, estate and tax planning products and services (“Other Services”). Website users are advised that these Other Services are provided and offered exclusively by Pacific Excel Wealth Advisors and are not endorsed, provided, offered or supervised by GFPC or its affiliates. Insurance products and services are offered through, Pacific Excel Wealth Advisors and are not offered by GFPC. Guarantees are associated with insurance products and are backed by the financial strength and claims-paying ability of the issuing insurance company and may be subject to restrictions, limitations or early withdrawal fees, which vary by the issuer. They do not refer, in any way to securities or investment advisory products.

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