Gary Jeweler, CFP®, CPA, PFS, CLU
Gary is the owner of Jeweler and Associates, LLC and has been practicing comprehensive financial planning since 1998. In addition to his securities registrations and insurance licenses, he has the following professional certifications and designations:
- CFP® – CERTIFIED FINANCIAL PLANNER™ professional
- CPA – Certified Public Accountant
- PFS - Personal Financial Specialist
- CLU – Chartered Life Underwriter
Since his start in the financial planning industry, Gary has dedicated himself to getting to know his clients extremely well, understanding their financial goals and just as importantly, their core values. Once he obtains this depth of knowledge, he is able to provide comprehensive financial planning advice that is uniquely suited to each client's needs.
Gary is uniquely qualified to support his clients in this manner. His professional training includes an accounting degree from Boston College and a medical degree from the University of Virginia. He is an active member of the Financial Planning Association of Puget Sound and the Washington Society of CPAs.