Planning with meaning

Planning with meaning
Gordon prefers to advise people who live life on purpose, with a particular outlook on life and money.




  • Lead purposeful lives - commited to achieving significant goals.

  • Possess investable assets exceeding $400,000 - know they need to take appropriate actions with their investments.

  • Realize the value of delegating investment management to a trusted advisor - want it done by a competent, caring professional.

  • Care about others in their family or community - contributing their talents and knowledge with a positive effect on people.

  • Desire to enhance their quality of life - by being set free to focus on their most cherished values.

Once we have a community of 100 clients who meet this profile, we will not accept any new clients.
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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