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Gary Robertson

Financial Advisor

P: 949 322 9410
F: 949 335 5506


6306 W.Coast Hwy,

Newport Beach,  Ca. 92663

Gary has worked in the financial services industry for over 30 years. His interest in investing and financial planning began when he apprenticed as a teenager under his grandfather’s securities business, which he began in 1924. Gary advanced his interest in financial planning by becoming a Financial Advisor. Gary worked at Smith & Barney as both a Financial Planning Specialist and a Senior Investment Management Specialist. Gary specializes in helping individuals, retirees, families, and business owners with investment planning, portfolio creation, and portfolio management. Gary’s knowledge, honesty, commitment, and experience help him to build
and establish meaningful long term relationships with his clients, many lasting decades.

Gary’s credentials include:

• BA Journalism & Business, University of Southern California

On a personal note, Gary currently resides in Newport Beach California with his family.
In his free time, he enjoys designing paddle boards, water sports, boating, and spending
time with his family.

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