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Jesse Gerard Dogillo, CFP®, CLU®, ChFC®, AEP®,  founder of Bay Area Financial Advisers, provides private client financial, wealth and estate planning consulting and counseling to individuals and small business owners. He has over 30 years experience in the financial services industry. From 1988 to 1995 he was vice president of Curtis Financial, Inc., a regional fee-based financial planning firm in San Francisco.

The son of a US Army veteran, Jesse works to promote financial literacy to our US military service members and their families by providing unbiased, solution-focused, personal financial counseling, education and readiness services. He has counseled and provided financial briefings to thousands of servicemembers.

In 2020, Jesse was reappointed by the California Insurance Commissioner to an additional three-year term to serve in his administration as a member of the Curriculum Board. In 2023, he was elected Chairman. The board oversees the development of education for agents, brokers, and those seeking professional designations.  The board also develops standards for providers and instructors of prelicensing and continuing education courses, programs, and seminars.  He also enjoys teaching, and was an instructor at UC Santa Cruz, Silicon Valley Campus, in their Certificate Program in Personal Financial Planning.

Jesse has extensive industry leadership experience which include The Society of Financial Service Professionals (FSP), where he served as the 95th national board president (2023-2024). In 2024, the organization merged with the National Association of Insurance and Financial Advisors (NAIFA), Jesse is currently serving as national trustee (2024-2027). The Santa Clara County Estate Planning Council as past president, and AAIFPA Nor Cal, as past national board member and past president of the Northern California Chapter.

Jesse has earned the Certified Financial Planner (CFP®), Chartered Life Underwriter (CLU®), Chartered Financial Consultant (ChFC®), and Accredited Estate Planner (AEP®) professional designations.

He is a graduate of UC Berkeley’s and The American College of Financial Services professional programs in personal financial planning. He holds a BS degree in Finance and Economics from San Jose State University and attended Richmond College in London, England. He has also completed a program in leadership offered by HarvardX, a learning initiative of Harvard University.

Other interests include the sport of fencing. His accomplishments include the Sabre 1991 Gold, 1996 Bronze, and 1998 Silver Individual Medal at the California State Games. He is also a two-time Individual Bronze Medalist (1992, 2003) at the Pacific Coast Championships. In 2003 he was the Individual Silver Medalist at the USA National Championships in Men's Vet-40 Sabre. In college he was a member of the San Jose State NCAA Fencing Team that won the Western Regional NCAA Championships in 1985. Club membership included Stanford Cardinal Fencing and The Fencing Center San Jose. Jesse was coached by USA & USSR Olympic and World Champions.  He has trained in Kiev, Ukraine.

Jesse also enjoys sailing, golf and bocceball, and is a member of the Sea Breeze Yacht Club and San Jose Country Club where he was the 2018, 2022 and 2023 bocceball team champion!




Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck