Project Description

Gordon Peay
Gordon PeayFinancial Advisor

11835 W. Olympic Blvd. #1155E Los Angeles, CA 90064
(310) 475-5854

Gordon is a veteran in the financial services industry with over 50 years of experience. His affinity for investing and financial planning began when he joined the Aetna Life Insurance Company writing group life, medical, and disability plans for employee benefit programs. He then advanced his interest in financial planning by adding pension, profit sharing, and deferred compensation planning. Gordon was a partner at Executive and Employee Benefit Planning Associates which specialized in serving the small business community through group insurance trusts. He then founded and ran his own boutique financial planning firm for over 28 years. His knowledge and experience motivated him to join NWF Advisory Group and create a business succession plan. Gordon has maintained and established meaningful long term relationships with his clients, many lasting over 20 years. He focuses and specializes primarily on planning for families, many of whose members are retired. He says the secret to his success has been the strong foundation he’s built with clients based on honesty and integrity.

Gordon is a past President and Chairman of the Board of the Institute of Certified Financial Planners, Los Angeles. He also delivered financial commentary on Los Angeles television for several years.

Gordon’s credentials include:

• BA Economics, Washington and Jefferson College
• MA Psychology, University of Santa Monica
• Certified Financial Planner
• Chartered Financial Consultant
• Chartered Life Underwriter
• Past President and Board Chairman of the Institute of Certified Financial Planners, Los Angeles
• Member for 16 years of The Mastery Circle, Los Angeles

Gordon enjoys participating in charitable organizations. For 15 years he has been an active member of The Mastery Circle of Los Angeles, a charitable spiritual group previously known as The Inside Edge.

Gordon was born in Elizabeth and grew up in South Orange New Jersey; he currently resides in Long Beach, California.