stephengandycfp.com

Stephen Gandy CFP

As a Financial Advisor since 1992 and a Certified Financial Planner (CFP ) since 1999, I’ve been fortunate to work with a variety of clients. Over the years, my reputation and my list of partners in prosperity has expanded from the West Coast to the East Coast, and points in between. Build a Secure Nest Egg with A Financial Plan. Please call me today to schedule an appointment to help you achieve your financial planning goals: 415-499-4600. Offered through Foothill Securities, Inc., member FINRA.

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Stephen Gandy

30 Profess●●●●●●●●●●er Parkway

San●●●ael , California, 94903

United States

(415)●●●●●-4600

ga●●●●@earthlink.net

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Stephen Gandy

30 Profess●●●●●●●●●●er Parkway

San●●●ael , California, 94903

United States

(415)●●●●●-4600

ga●●●●@earthlink.net

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Stephen Gandy

30 Profess●●●●●●●●●●er Parkway

San●●●ael , California, 94903

United States

(415)●●●●●-4600

ga●●●●@earthlink.net

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Stephen Gandy CFP | stephengandycfp.com Reviews

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As a Financial Advisor since 1992 and a Certified Financial Planner (CFP ) since 1999, I’ve been fortunate to work with a variety of clients. Over the years, my reputation and my list of partners in prosperity has expanded from the West Coast to the East Coast, and points in between. Build a Secure Nest Egg with A Financial Plan. Please call me today to schedule an appointment to help you achieve your financial planning goals: 415-499-4600. Offered through Foothill Securities, Inc., member FINRA.

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Stephen Gandy CFP | stephengandycfp.com Reviews

https://stephengandycfp.com

As a Financial Advisor since 1992 and a Certified Financial Planner (CFP ) since 1999, I’ve been fortunate to work with a variety of clients. Over the years, my reputation and my list of partners in prosperity has expanded from the West Coast to the East Coast, and points in between. Build a Secure Nest Egg with A Financial Plan. Please call me today to schedule an appointment to help you achieve your financial planning goals: 415-499-4600. Offered through Foothill Securities, Inc., member FINRA.

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stephengandycfp.com

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Stephen Gandy CFP | sunset

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Registered Principal with, and securities and investment advisory services. Offered through Foothill Securities, Inc., member FINRA. CA Insurance License 0B09082.

2

Stephen Gandy CFP | Qualifications

http://stephengandycfp.com/about/qualifications

For over two decades, I’ve been working with a select number of high net-worth individuals as their partner in prosperity . Here’s why they trust me to guide their investments. My Solid Financial Experience:. Over 20 years of professional expertise including KPMG. My background includes financial and investment consulting, public and private accounting, as well as insurance advising. I’ve worked in the Tax and Private Business Division of a major international accounting firm. CA Insurance License 0B09082.

3

Stephen Gandy CFP | News/Events

http://stephengandycfp.com/news

Stephen Gandy, CFP , is pleased to be a sponsor at the International Women’s Forum. At the San Francisco Marriott Fisherman’s Wharf. On Friday, October 26th. If you should know of such a person, please call me today at 415-499-4600. To share her contact information. This will be a very memorable evening and I want to ensure that I can invite women of the highest possible caliber. Registered Principal with, and securities and investment advisory services. CA Insurance License 0B09082.

4

Stephen Gandy CFP | About

http://stephengandycfp.com/about

I consider each client a life-long partner, whose success and whose prosperity is a reflection of my own. I have a very diverse and deep financial background. As an alumnus of KPMG, I provided advice to businesses on tax, business and other issues. 8220;Now, as a Certified Financial Planner (CFP ), I currently advise high net worth individuals on financial planning issues and investment management. Check the background of this firm on FINRA’s BrokerCheck. Offered through Foothill Securities, Inc., me...

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Stephen Gandy CFP | Services

http://stephengandycfp.com/services

How much risk are you willing to take? We’ll discus your comfort level and draw a line in the proverbial sand to determine how to best manage your wealth for the near and long term. As an independent financial advisor, we can discuss a wide range of investment opportunities. Are you concerned about managing your wealth to bequeath to your spouse and children? Once we know what your parameters are, we can start envisioning your financial future with the right plan. Saving For The Future. Are you aware tha...

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Testimonials | Copy Writer & Freelance Writing

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Freelance Copywriting Zeimer's Advertising Shoppe. Freelance Copywriting, Web and Direct Marketing Services. For freelance copywriting, I’m proud to have received these glowing testimonials about my freelance advertising copywriter expertise:. 8220;Gil Zeimer brought together a team to create a polished website for my law practice. He was able to envision the concept that I had and make it a reality. ZebelLaw.com. 8220;The brochure you wrote is awesome considering 3 weeks ago you didn’t know us fro...

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As a Financial Advisor since 1992 and a Certified Financial Planner (CFP ) since 1999, I’ve been fortunate to work with a variety of clients. Over the years, my reputation and my list of partners in prosperity has expanded from the West Coast to the East Coast, and points in between. Build a Secure Nest Egg with A Financial Plan. Please call me today to schedule an appointment to help you achieve your financial planning goals: 415-499-4600. Offered through Foothill Securities, Inc., member FINRA.

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