| Name | Title | Contact Details |
|---|---|---|
Kelly Pecoraro |
Chief Financial Officer | Profile |
Sterling Bank & Trust was originally chartered in 1984 as Sterling Savings and Loan Association with a focus on residential mortgage lending in the neighborhoods we serve. In 1990, our growth led to the development of the commercial real estate lending division. In 1992, we became Sterling Bank and Trust, FSB, with the addition of the Trust division. A key part of Bay Area neighborhoods and now Los Angeles, Sterling has 18 neighborhood branches in the San Francisco Bay Area, and one branch in Alhambra, California. We continue to expand, and anticipate branches opening in Cupertino and Irvine, California in the near future. Our mission is to create exceptional value for customers, employees, investors and the community through innovative and creative products, services and activities; and to profitably grow as an independent, national company by providing superior financial solutions that exceed customer expectations.
Navigating Your Financial Future. Our approach and equation is simple – our focus is on you. We will - help you get on the path to your financial success. We will - work together with you to get you to your destination, by focusing on your unique goals, values and priorities, by creating a financial plan that is suited to your distinctive situation. Our experienced advisors will take a holistic approach to your financial plan, and by reviewing your plan regularly, adjustments can easily and quickly be made as your life changes and evolves, which can impact your financial goals and needs. In addition, our long history working with non-profit organizations has positioned us as a trusted resource for retirement and pension plans, and helping our clients make better decisions going into retirement, based on their plans and contracts. Let EFS Advisors take care of you, so you can focus on the more meaningful things in your life. Important Disclaimers - https://efsadvisors.com/site/assets/files/2593/social_media_disclaimer.pdf
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