As a Wealth Manager, Gunnar provides comprehensive planning and addresses needs related to the management of a client’s holistic financial picture. He focuses on fostering relationships with new and existing clients to ensure their needs are met as their financial situations change over time. Gunnar also focuses on strategy implementation, financial planning, risk management analysis, and anything else that will assist the clients we serve in reaching their financial goals.
Gunnar graduated from Chapman University, earning a degree in Business Administration with an emphasis in Finance and Real Estate and a minor in Economics. He quickly immersed himself in the financial industry working as an analyst at Verus Investments and Pacific Portfolio. It was during his time at Pacific Portfolio that Gunnar made the transition to an Associate Wealth Advisor. He has enjoyed working directly with clients and helping them outline and achieve their goals.
