Who We Are
Hi! I'm gary pia
Gary Pia, CFP®, Senior Wealth Advisor
Service to the greater good and the abundant life. Prosperity. Happiness. Health. Harmony.
Real financial advice does two things. It removes the financial stresses and concerns you have, but don’t want. It guides you to the financial outcomes you want, but don’t have. It has to do with your money, but it’s really about what you want from your life.
Real financial advice creates clarity so you can make confident decisions.
I make that happen by asking lots of questions and listening until you’re sure I’ve heard you. I explain things clearly by translating “finance” into “human.”
I strive to act impeccably. I own my mistakes. I solve problems and provide solutions by surrounding myself with subject matter experts who share my passion for service. I am in a perpetual state of personal and professional development.
I am a fee-only CFP®Professional. I have acted in plays, conducted pit orchestras, sung in bands, and served on non-profit boards. I was elected to three terms as City Treasurer of South Pasadena, California.
I am a husband, son, father, and grandfather.
How I Got My Start in this business
It wasn’t by design, but it was meant to be.
why i do what i do
I am deeply influenced by my family.
Hi! I'm Brenna Cancilla
Brenna Cancilla, Candidate for CFP® Certification, Associate Wealth Advisor
My passion for personal finance came from my father. Before I started classes at UC Berkeley, we read books together on financial planning and investing. He helped me open my own Roth IRA and I was hooked.
The thing that excites me most about my role as an Associate Advisor is connecting with our clients, understanding their goals, and helping them achieve those goals by applying the tools, techniques, and principles of financial planning.
When I’m not at work you’ll often find me on my bicycle. I love exploring Griffith Park and the mountains of LA. I am a member of Walk Bike Glendale. I have biked across the state of Iowa in the Des Moines Register’s Annual Great Bike Ride Across Iowa (RAGBRAI). I dream of one day biking across the United States.
Our Team Of Experts
We rely on Nobel Prize winning investment and economic research to inform our investment thinking. In other words, “evidence-based investing.” We build, manage, and monitor portfolios with our partner Buckingham Strategic Partners. Your investments are watched over and continuously reviewed by Buckingham’s Investment Policy Committee, whose work was shaped by former member and Nobel Prize Winner, Harry Markowitz.
Buckingham Strategic Partners is our valued partner, and manages more than $43.29 billion in investor savings. They have helped us to help our clients realize their life goals since 1992.
Learn more about our team of experts here.
