Gary Pevey

CFP®, CLU, ChFC, President

Phone: 916-480-0669
Fax: 916-480-0670
E-mail: gary@wealthdesigngroup.com

Gary Pevey, CFP® CLU ChFC and President of Wealth Design Group joined the financial services industry in 1977. He is a Certified Financial Planner® (CFP®), Charter Life Underwriter (CLU), Charter Financial Consultant (ChFC) and holds both securities and insurance licenses. He is an Investment Advisor Representative with Wealth Design Group, a registerd investment advisor registered with the State of California.  His background includes the asset valuation and operational budget planning for multi-million dollar commercial and agricultural businesses. Gary is an 18 year qualifying and life member of the Million Dollar Round Table.
 

CA INSUR LIC #0800047