Gary Opp is a well respected estate planning specialist and investment advisor with 15 years of experience serving individuals, families and business owners all over California. He has offices in Northern and Southern California.

Gary believes education is the key to successful estate and retirement planning. His goal is to educate and inform each of his clients to a level that is suitable for them. Knowledge is empowerment, which leads to making wise financial decisions.

Gary's educational approach allows his clients to feel comfortable with the choices they make because the process does not include any heavy handed sales pitches or pressure to make a decision, these are traits he does not appreciate himself and does not incorporate them into his business practice.

The foundation Gary uses in recommending strategies and products are based upon the five financial building blocks, which are: Accumulating Wealth, Taxing Wealth, Protecting Wealth, Distributing Wealth, and Ultimately Transferring Wealth.

Gary is constantly in training and educating himself. Keeping informed with what is going on internationally as well as locally. This enables him to provide expert guidance based upon current trends and strategies to maximize results.

Gary is certified in Advanced Life Insurance Strategies dealing with the estate tax problems of High-Net-Worth clients and has extensive knowledge and training in Life Settlement Investments.

California Lic.#OB701 05