Life&wealth Advisors, Inc.
Life&wealth Advisors, Inc. (CRD# 135292) is a financial advisory firm headquartered in Walnut Creek, CA. They manage $52,921,034 in 279 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management53MILLION
Total Number of Accounts279ACCOUNTS
Average Account Value$189,681
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
Gary Gardner (CRD# 822768) is an Investment Advisor Representative working at Life&wealth Advisors, Inc. in Walnut Creek, CA and has over 35 years of experience in the finance industry. Gary Gardner has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.