Gary Birdsall, Jr. (CFP®, JD)
Gary Birdsall, Jr. focuses in the
following client markets or areas of practice:
- Business Owners
- Entrepreneurs
- Fixed Fee (Subscription, Retainer, etc.)
- Medical Professionals
- Tax Planning
- Women's Financial Planning Issues
- Business Owners
- Entrepreneurs
- Fixed Fee (Subscription, Retainer, etc.)
- Medical Professionals
- Tax Planning
- Women's Financial Planning Issues
Planning Specialties
At True Financial, we take a big-picture approach to financial planning and wealth management, guiding you through every stage of life. Your financial needs aren’t one-size-fits-all, and neither is our approach. As life changes, so do your goals—that’s why we create flexible strategies that grow with you. Most of our clients see the best results when financial planning and wealth management work hand in hand, keeping everything aligned and on track.
Our comprehensive services include:
Retirement Planning – Helping you prepare for the future you envision.
Investment Management – Building and managing a portfolio that aligns with your goals.
Tax Planning – Strategizing to help minimize tax burdens and maximize efficiency.
Insurance & Risk Management – Protecting what matters most with the right coverage.
Estate Planning – Ensuring your legacy is structured according to your wishes.
Business Owner Planning – Tailored strategies for entrepreneurs and business owners.
Education Funding – Planning for the cost of college and other educational needs.
Student Loan Planning – Helping you navigate repayment and refinancing options.
Visualizing Your Ideal Future – Clarifying your long-term goals and financial vision.
Net Unrealized Appreciation – Guidance on tax-efficient stock distribution strategies.
401(k) Design Consulting – Helping businesses create and optimize retirement plans.
No matter where you are in life, we’re here to help you make informed financial decisions with confidence.
Additional Information
Gary Birdsall, Jr. is a CFP® professional and licensed Louisiana attorney with a background in law, business, and financial planning. After earning his law degree from Loyola University New Orleans in 2012, he co-founded a primary-care clinic, where he spent over five years managing operations, insurance processes, and strategic growth. This experience gave him firsthand insight into running a business and leading a population health initiative focused on disease prevention and quality of life. It also sparked his passion for proactive planning—a philosophy that ultimately led him to personal finance.
In 2018, he transitioned to financial planning to help individuals and families prepare for life’s uncertainties before they happen. Combining legal expertise, business leadership, and an entrepreneurial mindset, he provides a values-based, forward-thinking approach to financial strategy. His ability to spot risks and create tailored solutions helps clients move forward with clarity and confidence.
His personal “WHY” stems from a defining moment—surviving a devastating car accident in college that left him unable to walk unassisted for three years. Multiple surgeries and a long recovery reinforced the fragility of time, health, and opportunity. Later, spinal surgery further deepened his perspective. These challenges shaped his mission: to help others overcome adversity, make the most of their lives, and pursue purpose and fulfillment.
Originally from Cut Off, Louisiana, Gary now lives in Houma with his wife, Kandice, and their two children, Gary III and Eleanor. An avid outdoorsman, he enjoys offshore fishing, camping, and gardening—especially cooking his fresh catches. His family loves traveling and embracing local culture, food, and adventure.
Whether in life or finance, Gary believes in living fully in the present while planning wisely for the future—a philosophy that guides both his work and the clients he serves.
NAPFA Start Date
March 03, 2025
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.