Gary L. Gaulden,  CFP<sup>&reg;</sup> - Financial Advisor

Gary L. Gaulden, CFP®

CEO, Wealth Advisor

Gaulden & Associates Wealth Management

2525 Meridian Parkway, Suite 60
Durham, NC 27713
FINANCIAL ADVISOR'S WEBSITE
(877) 361-9898

General

Gary Gaulden is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Gaulden & Associates Wealth Management in Durham, NC and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 63, 65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Insurance Licenses

  • Life insurance
  • Health/disability insurance
  • Fixed annuities
  • Variable annuities

Broker-Dealer Affiliation

Securities America, Inc.

Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Asset Allocation, Investment Management, Estate Planning, Mutual Funds, Insurance, Retirement, Stocks & Bonds, Long-term Care, Sudden Wealth

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