CERTIFIED FINANCIAL PLANNER^TM Professional
Registered Investment Advisor (RIA)
Independent Fee-Only Financial Planner

EXPERIENCE AND EDUCATION:

Gary is a CERTIFIED FINANCIAL PLANNER^TM Professional, or CFP^®. This rigorous credential is an assurance that you will receive sound advice provided by a professional with the education, experience and ethics to help you meet your goals.

Additionally, Gary is a Registered Investment Advisor (RIA), which means he has passed the Series 65 exam and is registered with California’s Department of Business Oversight to provide advice about securities such as stocks, bonds, mutual funds, and exchange traded funds.

Gary completed the Professional Financial Planning Certification Program through UCSB, a comprehensive graduate-level education in all aspects of a healthy financial life. A graduate of Arizona State University with a B.S. in Mechanical Engineering, Gary has over 30 years of experience in technical, financial and management planning acquired through his tenure at ATK Space Systems, General Electric and the Boeing Company. Many years of Project Management experience honed the same skills needed for adept Financial Planning: thorough research, in-depth analysis, effective synthesis, creative problem solving and exceptional client communication. In addition, he owned a successful franchise operation with three locations on the Central Coast.

Gary has been mentored by Phil McKenna, CFP^®, who has been serving clients through his own Financial Planning practice in Santa Barbara for more than 30 years.

Gary has been active in the Santa Barbara community by volunteering his time to support Habitat for Humanity and the Santa Barbara Bicycle Coalition. His passion for travel has led him to explore 40 countries. He loves spending time with Holly, his wife of over 40 years, and his two adult children, who have grown to appreciate his sound financial advice.