Mary Gilmore Email and Phone Number

I became a retirement advisor after spending almost a decade as a healthcare and senior living advisor, and certified dementia practitioner. During this time I assisted families navigating retirement and estate planning while often experiencing an unplanned health crisis. I advocate for a holistic approach to retirement planning, integrating comprehensive financial planning with tax and estate planning that best aligns with a proactive long-term care family plan. I'm certified in long-term care planning and am an Investment Advisor Representative (Series 65), as well as a CFP Externship recipient and CFP candidate. I enjoy educating clients and have attended programs focused on teaching and business planning with the University of Southern California and Cornell University.