Gary D. Wurl, Certified Financial Planner (CFP®) & CEO
Gary D. Wurl, Certified Financial Planner ®
Chief Executive Officer (CEO)
Gary D. Wurl, Certified Financial Planner (CFP®) Certificant, is the CEO of Financial Destiny, Inc., an independent professional financial planning firm.
Gary is a founding partner of Financial Destiny, Inc. which began business in 1996.
As a CFP® Certificant, Gary
provides personal and professional advice on a wide spectrum of insurance and financial planning needs.
Through Kovack Advisors, Inc.
provides investment management services.
All accounts are traded through Fidelity investments and securities services are offered through Kovack Securities, Inc.
years of experience, education and investment sense have enabled him to help clients address their financial issues, the fear of out-living their money, education planning for loved ones, tax strategies, and estate planning to name a few.
specializes in providing highly personalized financial planning and investment management which could better help you and your family meet your financial goals.
Gary is an active member of the Financial Planning Association (FPA®).
The FPA® is the leadership and advocacy organization connecting those who provide, support and benefit from professional financial planning.
Gary sits on the board of the local Houston FPA® chapter.
has been licensed to sell insurance & securities since 1992 and received his
CFP® designation in 1999 after attending the course work at the University of Houston
in Houston, TX.