Gary is an experienced financial professional and retirement specialist with over 30 years of experience providing professional services in real estate, insurance, business management, and information technology. He specializes in working with educators, public employees, individuals, and families in the development of personalized financial plans and retirement pension reviews. He consults with retirees and pre-retirees to help them attain their financial, retirement, and estate planning goals. He is known among his clients as a solution-driven advisor with a keen eye for detail and a dedication to only recommending what will empower his clients to achieve their retirement goals.
Gary has lived on the California Central Coast for over 25 years. He loves spending time with his wife, children, and grandchildren who live nearby. He is an avid reader, golfer, handy-man, and surfer.
Gary holds Life & Health insurance licenses with the state of California and serves as a Retirement Specialist with Humanitas Financial. Gary has a Bachelor of Science degree in Business Administration and Human Resource Management.