Gary Pereira, CFP®     Address: 6000 Hellyer Ave. Suite 150 San Jose, CA 95138 Phone: (408) 927-4446 Fax: (408) 448-8519 Email: gary@gapfinancialservices.com   _____________________________________________   CWA Local(s) Served: 9423 - President: Stephanie Olvera   Seminars: For a listing of upcoming retirement workshops CLICK HERE   Forms: CWA Retirement Planning Review Questionnaire - CLICK HERE 401(k) Allocation Analysis Questionnaire - CLICK HERE Asset Allocation and Risk Questionnaire - CLICK HERE   Executive Profile:   Gary A. Pereira, CFP®   Gary A. Pereira, CFP® is a financial planning professional with 25 years of experience providing financial planning and investment counseling to pre and post- retired customers. As a Certified Financial Planning™ practitioner, Gary understands your specific personal financial needs and provides customized and comprehensive financial solutions based on each customer’s unique goals and circumstances.    Financial Planning is not just a career to Gary but a belief that proper planning, routine monitoring and the ability to react to changes are the keys to acquiring the means to a successful retirement and personal financial independence. Gary’s primary objective is to understand every individual’s dreams and goals and to help formulate these into each financial plan. Together with our customer’s input we review, analyze and make recommendations for each area of your financial picture from retirement planning and investment allocations to insurance and estate planning.   Listening and truly understanding each client’s financial goals and concerns, their comfort levels for risk, and knowing each client’s financial objectives and needs are the cornerstones of a successful retirement plan. A financial plan is as unique as the customer that it is being prepared for.  My goal for every client is to provide them with an honest and integrated approach to achieving a successful retirement. Each financial plan contains a recommended mix of investments products carefully chosen and reviewed to meet your specific objectives.    Gary earned the Certified Financial Planner™ certificate in 1999 and currently holds his series 6, 63, 7, 24 and 65 FINRA registrations and his California Life and Health Insurance License (CA Insurance Lic #0A36509). Gary’s strategic areas of expertise are, retirement planning and employee benefits, investment planning and asset allocation models, income tax saving strategies, estate planning and insurance needs analysis. Gary has been a resident of San Jose his entire life where he resides with his wife Linda and his two sons, Josh and Tyler. When he is not working, Gary enjoys spending time with his family, outdoor sports, working out and playing with his kids.   ___________________________________________________________________________   Securities available in the following states: CA Investment Advisory Services available in the following states: CA Insurance available in the following states: CA     Securities America and it's representatives do not provide tax or legal advice. Please consult an appropriate advisor regarding your personal situation prior to acting on any information.     Securities offered through Securities America, Inc. A Registered Broker/Dealer Member FINRA/SIPC. Gary Pereira, Registered Representative, CA Insurance License #0A36509. Advisory services offered through Securities America Advisors, Inc. An SEC Registered Investment Advisory Firm. Gary Pereira, Financial Advisor. Coghlan Financial Group, Inc., the Coghlan Financial Group Network and the Securities America companies are separate entities and are not affiliated with, retained, nor endorsed by AT&T or the CWA.