Rawson Gulick, Cfp® Email & Phone Number

What is your ideal life? What sustains your prosperity and joy? There’s nothing that brings me greater joy than helping others connect their wealth with their personal answers to each. In 2019, I decided to take my nearly 20-year career in institutional financial services in a fresh direction by joining Willow Creek. In my role as Wealth Advisor, I apply insights from working with giant institutions toward helping our clients better shape their individual financial well-being, their lives, and their world.My approach to client care is values centered and grounded in my belief that financial freedom often inspires greater generosity, which is where true fulfillment is found. On the wealth management front, I love deconstructing financial complexities into elegant solutions, and empowering people to make more joyful decisions with their money and their life.Prior to joining Willow Creek, I held a range of institutional-level positions across management, trading, client service and marketing. I graduated with a bachelor’s degree in history from Georgia Southern University and completed the Financial Planning Education Program at the College for Financial Planning. I hold the Chartered Alternative Investment Analyst (CAIA) designation and am a CERTIFIED FINANCIAL PLANNER™ professional. ON A PERSONAL NOTE: When I'm away from work you will find me heart and soul tending to our Healdsburg farm with my husband Charlie. I am an avid reader and a life-long learner. Among my personal goals is to produce all of the food for my family for an entire year from our farm. CONTACT: rawson@willowcreekwealth.com707.829.1146

Listed skills include Derivatives, Hedge Funds, Investments, Equities, and 8 others.