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GFC Team
At GFC Financial Management we are dedicated to servicing our Clients. If you are an existing Client – Thank you for your confidence and we value your relationship. If you are a perspective Client – Welcome! We are confident you will be just as pleased.


George F. Cerwin III George F. Cerwin III - President, GFC Financial Management

George has earned the professional designations of CFP® - Certified Financial Planner™, CLU – Chartered Life Underwriter, and AEP – Accredited Estate Planner, indicating his advanced knowledge and commitment. George holds the securities registrations series 7, 24, and 63 in many states to accommodate his Clients who live throughout the U.S. He is also licensed for insurance for life, health, and variable. George is a Registered Principal & Branch Manager for SagePoint Financial, Inc. He offers Securities and Investment Advisory Services through SagePoint Financial, Inc.  George was born and raised in Milwaukee, Wisconsin where he graduated from Carthage College earning a Bachelor degree in Political Science and Business. He began his career in the financial services industry in 1973. George and his wife Sue have been married for over 35 years, have two daughters, and live in Palm Harbor, Florida.


Sue A. Cerwin - Registered Assistant & Office Manager

Sue, as a Registered Representative of SagePoint Financial, Inc. and an assistant to George, provides customer service to their Clients, oversees the day-to-day operations for GFC Financial Management and ensuring the Office complies with all government regulations. Sue's #1 priority is You – Our Client! Sue handles all account needs including trades, transfers, distributions, and service, reporting everything with skill, knowledge, and care. Sue holds the securities registrations series 7 and 63 and is licensed for insurance for life, health, and variable. She has been a Real Estate Sales Associate since 1991 and is currently affiliated with Coldwell Banker Residential Referral Network. Sue was born in Muskegon, Michigan but raised in St. Petersburg, Florida. As a husband and wife team Sue and George combined their talents in 1992 and founded GFC Financial Management. Please feel free to contact Sue with any of your account needs.

Email: scerwin@sagepointadvisor.com 


Beth Fried - Client Coordinator & Marketing

Beth joined our Team in September 2015. She brings with her a strong background in office administration and customer service. Beth’s responsibilities will include all facets of client services from preparing various marketing materials to be mailed, planning events such as our educational workshops, customer service requests, monitoring our website and contacting clients and prospective clients scheduling appointments. Please feel free to contact Beth anytime you need assistance.

 

Email: efried@sagepointadvisor.com

Client Coordinator & Marketing




Beth Fried is not registered with SagePoint Financial, Inc. or GFC Financial Management. Sue Cerwin is not registered as an Investment Advisor Representative with SagePoint Financial, Inc.
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 2764 Sunset Point Road #600, Clearwater, FL 33759
Phone: 727-724-9499 Fax: 727 724 9438 Email: scerwin@sagepointadvisor.com

Securities and Investmnt Advisory Services offered through SagePoint Financial, Inc. member FINRA and SIPC.  Insurance services offered through GFC Financial Management and Real Estate Services offered by Sue Cerwin through Coldwell Banker Residential Referral Network. Listed entities are not affiliated with SagePoint Financial, Inc.

PLEASE NOTE: The information being provided is strictly as a courtesy. When you link to any of the web sites provided here, you are leaving this web site. We make no representation as to the completeness or accuracy of information provided at these web sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, web sites, information and programs made available through this web site. When you access one of these web sites, you are leaving our web site and assume total responsibility and risk for your use of the web sites you are linking to.

This communication is strictly intended for individuals residing in the state(s) of AZ, CA, CO, CT, FL, GA, IN, ME, MA, MI, MS, NH, NJ, NY, NC, OH, PA, SC, TX, WA and WI. No offers may be made or accepted from any resident outside the specific states referenced.
 


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