Gary E. Adams, Investment Advisor Representative

Gary Adams, a Senior Financial Advisor with Zuk Financial Group, is located in Yorba Linda, California.   An Investment Advisor Representative (IAR) for National Planning Corporation, Gary holds FINRA Series 7 and 66 licenses.    He is also licensed with the California Department of Insurance for Life, Disability, Long-term Care Insurance and Variable Annuities.   Through his investment advisory and financial planning practice, Gary represents a complete spectrum of mutual fund families, stocks, bonds, annuities and life insurance related programs. As an IAR, Gary offers both institutionally managed programs to his clients as well as fee based consulting.

A former teacher and administrator, Gary utilizes his experience to educate his clients on strategies designed to achieve financial security. He thoroughly enjoys his role assisting his clients in analyzing all the information necessary to develop a personalized financial plan.

A specialist in retirement planning, Gary is frequently invited to present educational seminars for schools, colleges, and education professional organizations. Gary has developed extensive knowledge in the Public Employee Retirement System (PERS) and the State Teacher Retirement System (STRS). He also does seminars on investment and retirement planning for small businesses and non-profit organizations. Gary has earned a reputation for explaining difficult subjects in a style that is easily understood.     

A licensed pilot, Gary likens his planning philosophy to that of piloting an aircraft.   Retirement plans require enough money in your retirement "fuel tank" so that you won't run out before your "retirement flight" is over.

CA Insurance Lic.# 0C64628
 
Securities and advisory services offered through National Planning Corporation (NPC), Member FINRA/SIPC, a Registered Investment Adviser. Zuk Financial Group & NPC are separate and unrelated companies.