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This profile was last updated on 11/4/14  and contains information from public web pages and contributions from the ZoomInfo community.

Mr. Gary D. Wurl

Wrong Gary D. Wurl?

Chief Executive Officer

Financial Destiny , Inc.
10301 Northwest Freeway # 409
Houston , Texas 77092
United States

Company Description: Financial Destiny, Inc. is led by licensed chief strategist and Certified Financial Planner (CFP®) Certificant, Gary D. Wurl, who provides comprehensive financial...   more

Employment History

Board Memberships and Affiliations

15 Total References
Web References
About Us | Financial Destiny, 26 Oct 2014 [cached]
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 Resource Horizons Investment Advisory, Gary provides investment management services. All accounts are traded through National Financial Services, L.L.C. a wholly owned subsidiary of Fidelity investments and securities services are offered through Resource Horizons Group, L.L.C.
Mr. Wurl's 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. Gary 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 was a board member of the local Houston FPA® chapter from January 2011 through December 2012.
Gary 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.
Additionally Jennifer serves as a registered assistant to Gary Wurl and the registered representatives reporting to Gary.
Jennifer lives in Houston, TX with her husband & business partner, Gary D. Wurl.
Affiliations | Financial Destiny, 26 Oct 2014 [cached]
Gary D. Wurl, CEO of Financial Destiny, Inc. is a proud member of the following organizations, and adheres to their standards of professional excellence and integrity:
The Certified Financial Planner® (CFP®) designation is a certification mark for financial planners conferred by the Certified Financial Planner Board of Standards. To receive authorization to use the designation, candidates must meet stringent education, examination, experience and ethics requirements. As an authorized, practicing CFP®, Gary D. Wurl has voluntarily met all of the rigorous initial and ongoing competency requirements.
IRA CONTRIBUTION LIMITS RISE FOR 2013 | Financial Destiny, 26 Oct 2014 [cached]
Presented by Gary D. Wurl
Gary D. Wurl may be reached at 713-688-8681 or
A Primer for Estate Planning | Financial Destiny, 20 Mar 2013 [cached]
Provided by Gary D. Wurl
Gary Wurl may be reached at 713-688-8681 or
Retirement Seen Through Your Eyes | Financial Destiny, 28 Feb 2013 [cached]
Provided by Gary D. Wurl
Gary D. Wurl may be reached at 713-688-8681 or
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