Our team's purpose is to bring clarity and confidence to your financial well-being while partnering with you to help you achieve your most important financial goals.
Our process begins with a tailored, personal approach with each client's unique situation being the North Star. Through our discovery phase, we learn about you, your values and your most critical priorities. After careful analysis, I present potential solutions and a plan of action. Finally, we monitor and report progress on an ongoing basis as real life events may impact outcomes.
Our team provides an interactive, relationship-based experience, merging the best technology with a holistic, human-centric approach. This is not for those wanting to "set-and-forget" or day trade.
Our branch is centered around entertainment/media professionals and related small businesses, and professional sports coaches. Our clients are behind the scenes, in the C-suite, or on the sidelines. They are the engines behind the scenes and this is our focus area.
ESG and impact investing are also areas of emphasis.
Our team works closely with estate attorneys, managers and tax professionals to execute and monitor your vision. We are deliberate and intentional in our process to help you achieve what often seems impossible or improbable.
Together with Branch Administrator, Renee Thurau, we bring nearly 50 collective years of entertainment industry experience and a deep understanding of the inner workings of the industry. Pension plans for the DGA, IATSE, PGA and WGA are focus areas.
My wife, Kathy, and I have lived in the area for nearly 40 years. A graduate of Loyola Marymount University, I enjoy college basketball, cooking and travel. I currently serve as Chair for the Los Angeles Walk to End Alzheimer's.
Renee and her family are longtime Burbank residents. She brings a wide range of experience from both the entertainment and non-profit sectors.
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- Retirement Savings Strategies
- Retirement Income Strategies
- Socially Conscious Investing
- Entrepreneurs & Business Owners
- Business Retirement Plans
- Estate & Legacy Strategies
My Personal Interests
- Social Responsibility
Phone NumberGary M Strangis at (818) 295-3890
|Mon||08:00AM - 04:00PM|
|Tue||08:00AM - 04:00PM|
|Wed||08:00AM - 04:00PM|
|Thu||08:00AM - 04:00PM|
|Fri||08:00AM - 04:00PM|
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