Gary's primary focus for many years has been helping clients in transition. Whether it be the Life Event of retirement, sale of a business, the death of a loved one or any other life change, Gary has been a thinking partner with his clients in transition into their new post-Life Event lives. He is a Certified Financial Transistionist® CeFT™ and a Certified Financial Planner® certificant CFP™.
Upon graduating from the University of California Santa Barbara, he served as a Peace Corps volunteer in West Africa. Upon returning to the U.S., he entered the financial services industry and helped pioneer the fledgling financial planning movement. Gary is a Registered Investment Advisor. He is the past president of the Financial Planning Association of the East Bay, served as a board member of Hospice of the East Bay Foundation from 2005-2014 and an Area Governor of Toastmaster International in 2015. He has participated on national advisory panels for institutional money management firms, provided analysis for television and radio, written articles and been interviewed for industry publications.
Gary and his wife of over 30 years enjoy traveling and being involved in their church. Gary also loves spending time with his 13 grandchildren and playing an occasional round of golf.
Volleyball has been a passion of Gary’s for his entire life. He played in college and coached off and on for 35 years. Most of his volleyball action today involves watching grandchildren play or whatever the DVR captures at home.
Janice has worked as Life&Wealth® Advisors' Client Relationship Manager since joining the team in June 2005. Her primary responsibilities include client services.
Janice managed a small technology firm and worked for a Fortune 500 insurance firm as a Department/Project Manager in charge of various business units, telecom, and design and build-out of corporate offices.
Christina joined the Life&Wealth® Advisors team in August, 2019 and currently serves as a planner for the firm.
Christina was born in Taiwan, she came to the U.S. to pursue higher education. After receiving her Masters of Science in Professional Accounting from University of Hartford, Christina has worked as a Financial Consultant at Bank of America and as a Business Solutions Consultant at Kaiser Permanente. Christina brings 30 years of experience in the financial world.
Christina is happily married to a Consulting Arborist who played college baseball at Stanford University. She is a Christian and a loving mother of 3 adult sons: a software engineer, a physician, and a business owner. Christina and her husband enjoy traveling, watching basketball, and participating in community engagements.