Gary Wurl
Certified Financial Plannertmcertificant at Financial Destiny, Inc
Based in Houston, United States
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Seniority
Staff
Department
Other
Location
Houston
Industry
Financial Services
Company size
5
Contact information
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g•••••••@financial-destiny.com
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Background
About Gary Wurl
Helping you plan for tomorrow today. Gary D. Wurl, Certified Financial Planner (CFP®) Certificant, is the CEO of Financial Destiny, Inc, an independent professional financial planning firm. Gary is a founding partner of Financial Destiny, Inc. which began business in 1996 after operating as a dba for the 2 years prior As a CFP® Certificant, Gary provides personal and professional advice on a wide spectrum of insurance and financial planning needs. Through Centric Advisors LLC, Gary provides investment management services. All accounts are traded through Fidelity Investments, TD Ameritrade, American Funds, Invesco & Vangaurd. Mr. Wurl’s years of experience, education and investment sense have enabled him to help clients address their financial issues, the fear of out-living their money, education planning for loved ones, tax strategies, and estate planning to name a few. Gary specializes in providing highly personalized financial planning and investment management which could better help you and your family meet your financial goals. Gary is an active member of the Financial Planning Association (FPA®). The FPA® is the leadership and advocacy organization connecting those who provide, support and benefit from professional financial planning. Gary has been licensed to sell insurance & securities since 1992 and received his CFP® designation in after attending the course work at the University of Houston in Houston, TX. Financial Destiny, Inc. does not render personalized investment advice through this medium. This medium is limited to providing you with general information on our services and provides a way for you to contact us-We answer the phones live during business hours. If you ever must leave a message …. Prior to noon -the call gets returned that day, after noon the call will be returned within 24 hours-If you cannot come to us we will come to you-At Financial-Destiny you are not a number, you are a name-We customize portfolios tailored to your needs.
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