Gary has been in the financial and insurance services business for over 45 years in the Bay Area. He focuses on comprehensive financial planning, investment management services, retirement and tax strategies, insurance, estate, business exit planning and divorce planning. He has dedicated his years in the industry providing sound advice and solutions to individuals and businesses. With his expertise, tools and techniques, his clients feel more confident in reaching their goals for the future.
Gary holds a Bachelor of Science degree from the University of CA Davis. He holds a degree in Certified Financial Consulting (ChFC), Certified Divorce Financial Advisor (CDFA) and Certified Exit Planning Advisor (CEPA) and a member of MDRT and NAIFA.
On a personal note, he has obtained the rank of Eagle Scout, God and Country and Order of the Arrow and is a member of the National Eagle Scout Association.