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Our Qualifications
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Gary’s experience and technical education provide a sophisticated service platform for his clients. He is presently responsible for over $40 million of client assets under management. He has been involved in the design and implementation of over 150 estate plans, with estates as large as $40 million. Education & Certifications B.A., Religious Studies, (with two published articles in the Journal of the American Academy of Religions), California State University, 1978 ChFC, Chartered Financial Consultant, and CLU, Chartered Life Underwriter, The American College & The Society of Financial Service Professionals, 1986 & 1987 * AEP, Accredited Estate Planner, National Association of Estate Planners and Councils, 1993 CIMA, Certified Investment Management Analyst , Investment Management Consultants Association, 1999 * *Continuing Education (CE) required to retain certification Memberships Gary is a member in good standing with the following professional organizations: The American College & The Society of Financial Services Professionals, PACE (Professional Achievement in Continuing Education) qualifier The Investment Management Consultants Association The National Association of Estate Planners and Councils The National Association of Philanthropic Planners Professional Licenses Series 7 General Securities, Series 63 & 65 Life and Variable Life Insurance Licenses in Colorado and various states |