ABOUT GARY FLATER
is a seasoned wealth advisor with more than 30 years experience in the financial services industry, whose mission has always been to bring Wall Street to Main Street.
has achieved this by utilizing a client-centered approach, in which he
facilitates and inspires clients to make informed decisions through education, communication, and service that exceeds expectations.
asks the right questions, and more importantly, he
listens, which enables him to find the most suitable and effective financial vehicles to help clients attain their goals.
In addition to Gary
's vast knowledge and experience, Gary offers vision and innovation.
After years of helping clients build, manage, and preserve wealth, Gary has created BabyBoomerAcademy.com, which is dedicated to helping baby boomers preserve their wealth, protect their assets, and achieve their life goals.
Prior to creating BabyBoomerAcademy.com, Gary founded two NASD/FINRA registered Broker/Dealer Investment Advisory firms, where he held several securities licenses including the Series 3, 7, 24, 27, 63, and 65.
tenure (1996-2011) with his
former Broker/Dealer, the group managed nearly one billion dollars of investor funds.
wife, Karen, raised their three children in Colorado, Gary
and Karen now divide their time between the mountains of Colorado and the beaches of southern California.