Gary A. Glockzin, MSBA, CFP®

Founder & Associate

California Insurance License #0758666

Gary is the founder of WealthGurus® and is a Registered Principal and Advisory Associate with Crown Capital Securities, LP. He holds a Bachelor Science in Business from the University of Minnesota, a Master of Science Business Administration in Financial & Tax Planning from San Diego State University, and is also a registered Certified Financial Planner® professional.  Since 1986, he has assisted his clients implement proven wealth accumulation, preservation, and distribution strategies.

Gary has served as the President and Chairman of the Board of the ICFP (now part of the Financial Planning Association)San Diego Chapter. As a member of the adjunct faculty for the College of Financial Planning and through the University of Phoenix, he has taught the Investment course to CFPTM students. As an adjunct faculty member for the San Diego Community College he taught investment classes to individuals. He has also written a newspaper column on financial planning.

Gary has been a member and has served on the board of the San Diego North Rotary Club. He has been involved with coaching of baseball, softball, and soccer at the youth level. Gary is a proud veteran of the military. He enjoys Padre games, fishing, and genealogy when not working. He has been married to Janice (Jan) since 1978 and has two children, Gary, Jr. and Kimberly.

Phone (866) 246.8709
Fax (858) 203.1143