As an Edward Jones financial advisor, I believe it is important to invest my time to understand what's most important to you and your unique financial goals in order for you to achieve financial security. I use an established process to help you achieve your goals. Working closely with you, your CPA, attorney and other professionals, I will help develop long-term investment strategies tailored for you and your family's long-term goals. We will partner together throughout your life to help keep you on track. I also provide no-cost, no-obligation ongoing consultations.
My education includes an M.B.A., graduating magna cum laude from the University of Phoenix and a Bachelor of Science with honors from Wayne State College, where I participated on the men's basketball and track and field teams.
In addition to my formal degrees, I have completed the General Securities Representative (Series 7) and the Uniform Combined State Law (Series 66) exams, the Chartered Retirement Planning Counselor (CRPC®) and AAMS® certifications. I also hold California life insurance and long-term care licenses.
My lovely wife, Becky, and I are proud parents of Brayden (12), Madison (10) and Hudson (7). I grew up on a farm near Newcastle, NE, and have lived in the Roseville and Rocklin area since 2006.
I have been active in serving our community volunteering with Whitney Hustlin Junior Wildcats, Whitney Ranch Business Professionals Group, Letip International, South Placer Estate Planning Council, Habitat for Humanity and as a member of the Knights of Columbus.
Jennifer, my branch office administrator, and I are dedicated to providing you with a highly personalized level of service, including flexible and convenient meeting schedules.
All aspects of our business are aligned to help us better understand and meet our clients' unique financial needs and goals.
- Wealth Strategies
- Retirement Savings Strategies
- Entrepreneurs & Business Owners
- Business Retirement Plans
- Insurance & Annuities
- Estate & Legacy Strategies
My Personal Interests
- Spending Time with Family
- Sports Enthusiast
- Scuba Diving
- Active Lifestyle
Office Address3007 Douglas Boulevard
Roseville, CA 95661
Phone NumberGary Kneifl at (916) 791-5663
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