Gary P. Gardner,  CFP<sup>&reg;</sup> - Financial Advisor

Gary P. Gardner, CFP®

CeFT®

Life&Wealth Advisors, Inc

1399 Ygnacio Valley Rd, Ste 29
Walnut Creek, CA 94598
(925) 937-7800

General

Gary Gardner is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Life&Wealth Advisors, Inc in Walnut Creek, CA and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 63

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - CeFT(R)

Insurance Licenses

  • Life insurance
  • Health/disability insurance
  • Fixed annuities
  • Variable annuities

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, Charitable & Planned Giving, Estate Planning, Investment Management, Employee Benefits, Insurance, Retirement, Stocks & Bonds, Long-term Care

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Helpful Financial Planning Resources