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| Welcome |
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| Learning What Money Means to You |
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| Uniting Your Wealth with Your Values |
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| People Who Benefit Most from Our Services |
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| Independence & Qualifications |
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| Email Us |
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| It's easy to see why Gordon has earned a following for the quality of his financial planning. Gordon and his staff work with a particular mission in mind: We exist to serve a select clientele, helping them enhance their quality of life by aligning their assets with their most cherished values through fee-based financial planning and portfolio management. |
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| By living and working in a principled way, keeping his word, and striving to better the lives of others, Gordon has earned trust, respect and admiration. Seeing the bigger picture Financial planning is really about building a better life, not simply making money. It's not about "dying with the most toys;" it's about harnessing the potential of your wealth so you can live purposefully and retire with independence and dignity. While brokers focus on selling and trading, Gordon practices Values-Based Financial Planning  , building each financial strategy around the values of his client. Instead of a short-term outlook, he adopts a long-term approach much appreciated by those who want to achieve and maintain the financial security they have worked for all their lives.Relating to you You'll like the way Gordon cares: he's warm and welcoming, and he talks with you, not at you. He takes time to learn about your goals and priorities, and he studies your financial situation in depth. By organizing and managing your investment portfolio, Gordon can help you feel confident about your future. By becoming your financial advisor, he can help you align your money with your values. |
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| Registered Principal offering Securities and Advisory Services through United Planners' Financial Services of America, a Limited Partnership. Member FINRA, SIPC. Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP  and CERTIFIED FINANCIAL PLANNER in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.CA Insurance Lic. #0558562 |
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