Your Trusted
Financial Advisor - Working WITH You and FOR You, To Plan For, And Achieve, YOUR Goals
As
a trusted values based financial advisor, I enjoy working with motivated
individuals, families, and small businesses.
After
addressing risk management needs, my philosophy is that every portfolio should
be diversified and allocated in a risk appropriate manner among asset classes
suitable for the each investor’s temperament, needs, goals, and time-frame.
I,
and a team of qualified advisors that I assemble as necessary, will work with
your CPA, attorney, or other advisors.
We will utilize our years of problem solving experience to analyze,
design, and help implement plans to effectively build, protect, and eventually
transfer wealth according to your wishes.
We strive to assure your complete satisfaction by using only the highest
quality financial products and services from those providers who can pass our
due diligence process.
Being licensed for
Life, Health (Critical Illness, Major Medical, Medicare Supplement, Long Term
Care, and Disability), and Variable insurance products as well as FINRA
registered for General Securities (GS), Registered Representative (AG), and
Registered Investment Advisor Representative (IR) means that we can use every
class and type of investment vehicle (insurance, mutual fund, ETF, individual
equity and/or income issues, managed account and alternative products)
necessary to meet your needs.
At Faith Financial
Advisors,
we focus on helping Christians make the most of their financial resources. Together we will structure your
individualized life plan using morally responsible investment choices that
reflect your core values and goals.
While the direction of your life should not be a function of your
finances, it’s your money; shouldn’t its use reflect your values?
Prior
to becoming involved in financial planning and investment management in 1989, I
had an extensive and highly successful 25 year business career. I am past President and director of the
philanthropic Lutheran Development Society of Sacramento, and am very active in
my local congregation.
Licensing,
Education and Professional training:
The
American College, Chartered Financial Consultant (ChFC).
Life
Underwriters Training Council, Fellow (LUTCF).
Fraternal
Field Managers’ Assoc., Fraternal Insurance Counselor (FIC).
Valparaiso
University, Detroit Institute of Technology, Wayne State University, American
Management Association, plus advanced study in underwriting and financial
planning.
Questions? Need more information? Don’t hesitate to call, or to send an email
to Garyg@GentGroup.com. Let’s get started mapping and preparing for
your future now!