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Three generations to serve you. Focused, prudent planning for wealth protection.
VERNON L. DRANSFELDT, CFP®
Founder, CEO, and Chief Compliance Officer
Vern began his career in the financial services industry in 1977. After earning his B.A. from California State University (‘67), Vern served as a Captain and pilot in the United States Air Force, then earned accreditation from The College of Financial Planning and the New York Institute of Finance.
Formal Education after High School
Formal Education after High School
California State University, Los Angeles, CA; BA 1967
New York Institute of Finance, New York, NY
College of Financial Planning, Denver, CO
Business Background
Business Background
CEO (President), Equity Management Group, LLC; present position since 1987
Branch Manager, Private Ledger Financial Services; 1986-1992
Vice President, Associate Manager, Bateman Eichler, Hill Richards; 1981-1986
Associate Vice President, Associate Manager, Smith Barney; 1978-1981
FINRA (Formerly NASD) Professional Designations
General Securities Principal (Series 24)
Registered Options Principal (Series 4)
NYSE Branch Manager (Series 12)
General Securities Representative (Series 7)
Uniform Securities Agent State Law (Series 63)
Uniform Investment Adviser State Law (Series 65)
Board Certified in Estate Planning
Mr. Dransfeldt is also a Certified Financial Planner (CFP®) Note: Certified Financial Planner is issued by the Certified Financial Planner Board of Standards, Inc.
Candidates must meet the following requirements:
Complete CFP® education program or fulfillment by other specified credential
Bachelor’s degree (or higher) from an accredited college or university
Pass CFP® certification exams
Continuing education requirement of 30 hours every 2 years
JEN DRANSFELDT McGEE, MSF
President and Senior Advisor
In 1992, Vern’s daughter Jen began her career with the firm. Jen obtained her Bachelor’s degree in Economics from Loyola Marymount University in Los Angeles (‘94) and her Master’s degree in Finance from Purdue University Global (‘22).
Formal Education after High School
Formal Education after High School
Loyola Marymount University, Los Angeles; BA Economics, 1994
Pacific Securities Training Institute, Los Angeles
Purdue University Global: MS Finance/Personal Financial Planning, 2022
Business Background
Business Background
Equity Management Group, LLC: President, Senior Advisor; 1992-present
FINRA (Formerly NASD) Professional Designations
General Securities Principal (Series 24)
Uniform Investment Advisor State Law (Series 65)
Non-Member General Securities Exam (Series 2)
SARAH McGEE GASSERT
Operations & Research Associate, Paraplanner
In 2021, Jen’s daughter and Vern’s granddaughter, Sarah McGee Gassert joined the firm. She holds a Bachelor’s degree in Finance from San Diego State University (‘21).
Formal Education after High School
Formal Education after High School
San Diego State University; BS Business Administration Finance, 2021
Business Background
Business Background
Operations and Research Associate, Paraplanner; Equity Management Group, LLC, 2021 – Present
Accounting Intern, Financial Analyst, Executive Assistant; DAV Energy Solutions, 2019 – 2021
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