Eugene Demmler, AIF™

My dad was a small business owner, so I grew up in the world of business. I understand that business owners are always trimming the sails, setting course for a specific  point on the horizon. The intensity of focus on the business from its day-to-day operations to its long term goals means that there’s just not that much time or energy left for plotting a personal course for financial well being. That’s where I step in. I work with Top Executives, Business Owners, and Corporate Retirement Plan Fiduciaries to bring clarity, order and simplicity to their financial decision making.

My clients are busy professionals. They’re used to leading teams and working with teams. That’s why, when I founded E. Demmler & Associates, I set out to build a dynamic team of specialists. It’s a seamless fit that allows us to do what we do best: serve my clients with their diverse set of financial needs.

I started my career in 1992 at American Express Financial Advisors in Redwood Shores, California, and went on to become the Qualified Plan Specialist for the Ka, Demmler, McClenahan, Swanson, Ordonez & Cooper team in Palo Alto and Campbell, California. I enjoyed working as part of a large financial services team. But keynote speaking engagements for financial workshops at companies including Novellus Systems, Philips Semiconductor, NASA/Ames Research, Cirrus Logic, National Semiconductor, Western Digital and others made it clear to me that I wanted more than to be a part of a team: I wanted to lead my own.

In 1996, we took Ka, Demmler & Associates independent, and, finally, in 2000, E. Demmler & Associates was born, offering top-tier clients Fee-Based Asset Management, Financial Planning and Corporate Retirement Plan services though LPL Financial. Our Investment Representatives then affiliated with Linsco/Private Ledger (now LPL Financial) to add independent back office, research and technology support to our services, adding a full suite of technical tools to our financial services offerings.

From my early days at American Express Financial Advisors, in 1993, and continuing today at E. Demmler & Associates, I’ve been an early adopter of 360 degree Financial Planning, Fiduciary Asset Management and the Independent Registered Investment Advisory business model. If it’s in my clients’ financial best interests, it’s in our toolbox.

Here are a few other things in my toolbox. E. Demmler & Associates is a Registered Investment Advisor and I am a Qualified Plan Advisor. 

I hold:

• Series 7 (General Securities Representative),
• Series 24 (General Securities Principal) and
• Series 63 (Uniform Securities Agent State Law) Licenses.  
• I’m also licensed with the California Department of Insurance.  License # 0B09576

And I hold a Bachelor of Science in Economics from the University of Rhode Island.  

For me and my clients, at the end of the day, building a successful business is about being able to enjoy a better life with the people who matter most. When I’m not serving my clients, I enjoy spending time with my family, coaching soccer and sailing with my wife Julie and our two sons.