Gary Wurl
Senior Wealth Advisor
My name is Gary Wurl. I am a Certified Financial Planner™ professional and Senior Wealth Advisor at Centric. As a CFP® certificant, I provide personal and professional advice on a wide spectrum of insurance and financial planning needs. I believe each person has their own unique situations & tailors needed for a plan to meet their goals.
My years of experience, education and investment sense have enabled myself to help clients address their financial issues, the fear of outliving their money, education planning for loved ones, tax strategies, and estate planning to name a few. I specialize in providing highly personalized financial planning and investment management which could better help you and your family meet your financial goals.
I am an active member of the Financial Planning Association (FPA®). The FPA® is the leadership and advocacy organization connecting those who provide, support and benefit from professional financial planning.
I have been licensed to sell insurance & securities since 1992 and received my CFP® mark in 1999 after attending the course work at the University of Houston in Houston, TX.
Personally, I enjoy mountain hikes or relaxing at the beach. I am active in the Christian community & am currently serving as the Financial Secretary for First Congregational Church of Houston.
Getting To Know Gary
The best piece of financial advice I have received is
If it sounds too good to be true - it probably is! Don't fall for scams, especially because some well known personality happens to be a part of a commercial or promotion. I have seen way too many people taken advantage of and ultimately lose the money they invest.
I am passionate about
being in service to my clients and providing the best experience possible. If a message is left prior to noon—the call gets returned that day!
In my free time,
you can find me enjoying mountain hikes or relaxing at the beach. I'm also active in the Christian community and currently serving as the Financial Secretary for First Congregational Church of Houston.
I became a CFP® professional
in 1999 after attending and completing course work at the University of Houston in Houston, TX.
I am an active member
of the Financial Planning Association (FPA®). The FPA® is the leadership and advocacy organization connecting those who provide, support and benefit from professional financial planning.
Professional
Years of Experience
