Gary F. Einig, Cfp® Email & Phone Number

With nearly thirty years of experience in the financial services industry, I am committed to providing my clients with the highest level of professionalism and personal service. As a CERTIFIED FINANCIAL PLANNER professional, I believe organizing my clients financial concerns as part of a broad-based plan is critical to achieving their goals. Working with the extensive resources of Wells Fargo Advisors, I can provide solutions addressing both the asset and liability side of client balance sheets. As a PIM Portfolio Manager, I act as a fiduciary with the ability to exercise discretionary authority, as appropriate. This privilege is enjoyed by a select group of advisors at Wells Fargo Advisors. In addition, I provide consulting services to retirement plans that businesses or self-employed individuals use including Cash Balance pension plans, Profit Sharing Plans, Simple Plans, traditional 401(k) plans, and safe harbor 401(k) plans. I educate plan sponsors on regulatory changes, provide strategies designed to improve participant outcomes and assist in designing and monitoring investment menus. PLEASE INQUIRE ABOUT OUR MONTHLY, EDUCATIONAL LUNCHEONSThis information is intended for use by residents of AZ, ID, IL, MN, MO, and TX only./*********/Investment and Insurance Products are:* Not Insured by the FDIC or Any Federal Government Agency* Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate* Subject to Investment Risks, Including Possible Loss of the Principal Amount InvestedWells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company. Opinions and comments do not necessarily represent the views of our firm. Additional guidelines can be found on wfa.com/social

Listed skills include Retirement Plan Consulting, Multigenerational Wealth Planning, Concentrated Stock Management, and Portfolio Analysis.

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  Loyola University

  Finance