(805) 690-1290
mburton@
partnervest.com
GARY STROM
CFP®, CLU, ChFC
Gary is a Certified Financial Planner™ practitioner with more than 35 years of experience in the estate and financial planning field. He is a founding member of Partnervest Advisory Group, which provides comprehensive wealth planning for business owners, professionals, and high-net-worth individuals. This fee-based advisory team works with clients who seek or need attention from multiple professionals.
When developing strategies for clients, Gary looks at several components of their financial picture: taxes, cash flow, wealth-transfer goals, estate planning, risk management and charitable interests. The investment and financial planning strategies are then developed around life goals and values.
Gary earned his bachelor’s degree in journalism from San Jose State University, and he received his Chartered Life Underwriter and Chartered Financial Consultant designations from the American College. He is the past president of the Santa Barbara Estate Planning Council and the president-elect of the Ventura chapter of the Financial Planning Association. He is past president of the Santa Barbara chapter of the National Association of Insurance and Financial Advisors(NAIFA). He is also a member of the Planned Giving Roundtable of Santa Barbara.
Gary relocated his practice from San Francisco to Santa Barbara in 2000. He and his wife, Marcy, reside in Santa Barbara. They are avid tennis and golf members of the Montecito Country Club. Prior to entering the insurance and financial planning profession, Gary had a career as a newspaper writer and played professional baseball for the New York Mets and Kansas City Athletics organizations.
Securities offered through Sorrento Pacific Financial, LLC (“SPF”). (Member FINRA/SIPC). Investment advisory services offered through duly registered individuals on behalf of Creative One, LLC a Registered Investment Adviser. Creative One, LLC, SPF are unaffiliated entities.
Provided content is for overview and informational purposes only and is not intended and should not be relied upon as individualized tax, legal, fiduciary, or investment advice.
By contacting us, downloading booklets, or attending events, you may be offered a meeting to discuss how our insurance and advisory services can meet your retirement needs.
CA Lic #0730612
Licensed Insurance Professional. We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives. This material has been prepared for informational and educational purposes only. It is not intended to provide, and should not be relied upon for, accounting, legal, tax or investment advice.
Investing involves risk, including the loss of principal. No Investment strategy can guarantee a profit or protect against loss in a period of declining values. Any references to protection benefits or lifetime income generally refer to fixed insurance products, never securities or investment products. Insurance and annuity products are backed by the financial strength and claims-paying ability of the issuing insurance company. 21118 - 2021/6/21