Giancarlo Foti in

Giancarlo Foti

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CEO, Founding Partner, Principal at Self-employed
📍 Roseville, California, United States

Giancarlo Foti is the CEO and Founding Partner of Sierra Ridge Advisor Group, a firm he co-founded to give independent advisors more freedom. With over 22 years in financial services, including roles at Waddell & Reed and Ameriprise, he holds Series 7, 24, and 66 licenses and earned a B. S. in Business Administration from the University of San Francisco.

Residing in Lincoln, CA, Giancarlo is an avid traveler who enjoys exploring the globe to find new destinations for skiing and snowboarding. This passion for discovery and adventure complements his professional drive to chart new territories in the financial services industry.

His firm was founded on the vision of empowering financial advisors to serve clients as they see fit, free from the constraints of large broker-dealers.

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Experience
27 Years
Current Role
CEO, Founding Partner, Principal
Job Level
Leadership
Location
Roseville, California, United States
Personality Overview

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Communication Style
Decision Approach
Work Preference

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Priorities

Topics Giancarlo cares about

Independent Advising
He founded Sierra Ridge specifically to support independent advisors, allowing them to work with clients without the restrictions imposed by large broker-dealers.
Skiing & Snowboarding
He enjoys traveling globally to discover new places to ski and snowboard, indicating a passion for winter sports and adventure travel.
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Career

Work history

1-2025
CEO, Founding Partner, Principal
Self-employed
4-2018
President & Co-Founder
Sierra Ridge Wealth Management
11-2008 - 4-2018
Managing Principal
Waddell & Reed
4-2001 - 2-2008
Field Vice President
Ameriprise Financial Services
8-1996 - 6-2000
Personal Banker
Wells Fargo Bank
In the press

Media appearances

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Education
1996 - 2000
Bachelor of Science
University of San Francisco
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

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