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portrait of Roy D Gawlick
FINANCIAL ADVISOR

Roy D Gawlick

CFP®
1700 Hudson St Suite 201, Longview, WA 98632opens in a new window
Accepting New Clients
Serving clients of all asset levels
CallSend Me a Message

About Roy

How do you sort out all the options available?

How do you grow and manage your financial assets for your retirement? What do you do with that recent inheritance? How do you leave one for your kids or grandkids? Do you roll over your 401(k)?

You just sold your home or business. How should you manage the proceeds?

I help folks like you move from confusion to confidence.

We'll sit down to talk about where you're at, where you want to go, and the pros and cons of various paths. Then we can help you make effective decisions.

Imagine not worrying about headlines or...

Focus Areas

  • Intergenerational Planning
  • Wealth Strategies
  • Portfolio Reviews
  • Retirement Savings Strategies
  • Business Retirement Plans

Work History

  • Edward JonesFebruary 2019 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

Education

  • Simon Fraser UniversityBachelors

Personal Interests

  • Martial Arts
  • Woodworking
  • Astronomy
  • Active Lifestyle

Team Members

  • Tasha Barrett
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 09:00AM - 04:00PM
Tue 09:00AM - 04:00PM
Wed 09:00AM - 04:00PM
Thu 09:00AM - 04:00PM
Fri 09:00AM - 04:00PM
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

Phone

(360) 762-6014

Fax

(833) 425-0140

Office Address

1700 Hudson St Suite 201
Longview, WA 98632opens in a new window

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