Back to Search Favorites List

Gary Pia (CFP®)

Gary Pia focuses in the
following client markets or areas of practice:

  • Business Owners
  • Entrepreneurs
  • Financial Psychology/Coaching
  • Generation X
  • Investment Advice with Ongoing Management
  • Retirement Planning & Distribution Rules

Planning Specialties

I am a financial advisor serving retirees and pre-retirees in the Los Angeles area. I am located in South Pasadena, CA. My ideal client is: • 5 years from retirement • has accumulated $2mm or more in assets • owns a home • is married, or has a long-term partner • has a household income of $350k a year The major questions I answer for my clients are: • When can I retire? • When should I claim Social Security? • What is my best Medicare solution?

NAPFA Start Date

April 09, 2024

Visit Website Download vCard
Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
Submit
Visit Website Download vCard
Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.

Submit

This Office

530 Martos Dr South Pasadena, CA 91030-3614 Phone: (626) 233-2645
View
Visit Website