Gaylord Wealth Management, LLC can help you reach your goals while navigating today's volatile markets and guiding you to avoid the common pitfalls and mistakes common to self-directed investors. My firm specializes in financial planning and personal asset management. My focus is to create the right investment and savings plan so your financial goals are met and your future is secure.
I have nearly 40 years of investing experience, am a CFA Charter Holder, and have worked as a General Securities & Options Principal for a major broker/dealer. I hold an MBA from Michigan State University (Top 5% of Class) and a Certificate in Finance from the University of California Berkeley Extension (Awarded with Distinction).
I have nearly 40 years of investing experience, am a CFA Charter Holder, and have worked as a General Securities & Options Principal for a major broker/dealer. I hold an MBA from Michigan State University (Top 5% of Class) and a Certificate in Finance from the University of California Berkeley Extension (Awarded with Distinction).
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Peter Gaylord, CFA is an experienced investor and money manager, with over three decades of investing experience. He serves as CEO, Chief Compliance Officer, and Chief Investment Officer of Gaylord Wealth Management LLC. Peter obtained his MBA degree in 1990 from Michigan State University.
In addition to his MBA, Peter has completed the Certificate in Finance (a seven-course program) from the University of California, Berkeley Extension and holds the CFA (Chartered Financial Analyst) Charter, a rigorous program considered to be the "gold standard" among investment research and management professionals.Peter is licensed as an Investment Advisor Representative with Gaylord Wealth Management LLC in California.
In addition to his MBA, Peter has completed the Certificate in Finance (a seven-course program) from the University of California, Berkeley Extension and holds the CFA (Chartered Financial Analyst) Charter, a rigorous program considered to be the "gold standard" among investment research and management professionals.Peter is licensed as an Investment Advisor Representative with Gaylord Wealth Management LLC in California.
I work with clients ranging from small accounts ($250,000) to High Net Worth Individuals with Investable Assets greater than $1-5 Million and beyond. Based on your investing goals, I'll work closely with you to build an efficient investment portfolio, while considering the returns you hope to achieve and your comfort level with risk.
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