George Robertson
Founder and Financial Planner @Sierra Oaks Financial Planning
Sacramento, CA, US
EMAILS
MOBILE NUMBERS
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WORK HISTORY
Mar 2025 — Present
Founder and Financial Planner @Sierra Oaks Financial Planning
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EDUCATION
2002 — 2008
University of California, Davis
B.S, Managerial Economics
2009 — 2011
University of California, Davis - Graduate School of Management
MBA
SKILLS
Salesforce.comStatisticsSasData AnalysisSegmentationMicrosoft ExcelResearchMarketingSpssCampaign MeasurementLeadershipStrategic PlanningMarket ResearchCompetitive AnalysisAnalysisMarketing AutomationSql Db2Google AnalyticsMarketo Certified ExpertStrategyMarketing ResearchAnalyticsMarketo AdministrationMicrosoft Sql ServerCrmMarketing StrategyAnalytical SkillsMutual FundsBusiness IntelligenceManagement
ABOUT GEORGE ROBERTSON
I help cut through the noise and clutter to create value in my clients\' lives by helping…
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