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Gary Kneifl, Financial Advisor

FINANCIAL ADVISOR
Gary Kneifl

CFP®, ChFC®, CEPA®, AAMS™, CRPC™
3007 Douglas Boulevard, Suite 145, Roseville, CA 95661opens in a new window
Accepting New Clients
Serving clients with $500,000
CallSend Me a Message

Focus Areas

  • Wealth Strategies
  • Retirement Savings Strategies
  • Insurance & Annuities
  • Estate & Legacy Strategies
  • Divorce Finances
  • Entrepreneurs & Business Owners

About Gary

As an Edward Jones financial advisor and CERTIFIED FINANCIAL PLANNER™ professional, I believe it is important to invest my time to understand what's most important to you and your unique financial goals in order to help you 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.

My education includes an M.B.A., graduating magna cum laude from the...

Work History

  • Edward JonesSeptember 2012 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

  • ChFC®

    Chartered Financial Consultant®

  • CEPA®

    Certified Exit Planning Advisor®

  • AAMS™

    Accredited Asset Management Specialist™

  • CRPC™

    Chartered Retirement Planning Counselor™

Education

  • University of PhoenixMaster of Business Admin
  • Wayne State CollegeBachelor of Science

Personal Interests

  • Spending Time with Family
  • Scuba Diving
  • Coaching Sports
  • Fishing
  • Pickleball

Team Members

  • Nicki Brower
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:30PM
Tue 08:00AM - 04:30PM
Wed 08:00AM - 04:30PM
Thu 08:00AM - 04:30PM
Fri 08:00AM - 04:00PM
Sat Closed
Sun Closed

Additional Hours

  • Evenings
  • Web Conferencing

Phone

(916) 791-5663

Fax

(877) 295-8324

Office Address

3007 Douglas Boulevard
Suite 145
Roseville, CA 95661opens in a new window

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