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.
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 was a board member of the local Houston FPA® chapter from January 2011 through December 2012.
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.