As Founder, President, and Financial Advisor at Wealth Design Group, I specialize in holistic personal financial planning, business succession and wealth strategies, and advanced life insurance strategies. I am the primary advisor when working with clients at the firm, and I also manage the business in a more general sense. As a perpetual student of the industry and a truth-seeker, I am motivated by looking past the hype of the market for solutions that truly help my clients. My purpose is to help my clients have a more prosperous and comfortable financial life.
I have served in the financial industry for over 40 years. Prior to founding Wealth Design Group, I worked as Vice President at Bank of America, which gave me a unique perspective on the challenges and opportunities faced by business owners and families alike. Since entering the financial services industry as an advisor, I have obtained the Retirement Income Certified Professional® (RICP®) certification, the Chartered Life Underwriter® (CLU®) certification, the Chartered Financial Consultant® (ChFC®) designation, and the Investment Advisory Representative (IAR) designation. I strive each day to place my clients’ financial needs first, share financial truths with them, and ensure that they act on the things that will be most beneficial to them and their families.
Outside of serving as a trusted financial advisor to my clients, I am passionate about helping my community. In the past, I have served as the President of Point West Rotary in Sacramento, a Board Member of Point West Rotary Club Foundation, the President of the California 4-H Foundation, a Founding President of the Rosemont High School Music Boosters, a Chairman of the Rosemont High School Site Council, and a Treasurer of Sacramento Girls Softball League.
I currently live in Sacramento with my wife, Debbie. Together, we have two adult daughters, Lauren and Ellen. In my free time, I am also a vintage vehicle enthusiast. I currently own two vintage cars that I purchased in high school. I am also an adventure motorcycle enthusiast, and I have ridden to the Arctic Ocean in the past. I am also the Founder of The Sidecar Shoppe, a store specializing in importing and fabricating high-end motorcycle sidecar outfits.
Life Insurance ID number: 0800047.
Gary is life licensed in AZ, CA, CO, ID, NV, TX, UT, VA and WA.