My name is Gary S. Foy, CRPC, CMFC, Financial Advisor, and I have been affiliated with Waddell & Reed since 2007. I am proudly a lead advisor in the Coachella Valley for Waddell & Reed. My financial experience is extensive! A former CFO with C level experience, Budget Officer for a major federal agency, and owner of a Tax and Financial Services practice for over 20+ years. I feel that this experience provides an added value to my clients in developing their retirement, education, investment, and financial goals. Specifically, understanding the tax impacts on individual & businesses has been a tremendous asset to my clients and their families.
My practice is centered on client confidentiality, integrity, competency, and creativity. I have always believed in doing the right thing and placing my client’s interests first. My focus is finding the right combination of financial investments while working within my client’s risk temperament and time horizons. It is a complex and customized financial world out there!
“It is all about trust! Your clients must be comfortable and trusting in you as their Advisor. Trust is your only currency & you must earn it every day!”
When attending Advanced Military Training for Military Police School in Ft. Gordon, GA, my Post Commander asked me to work as a gallery supervisor at the Masters. I worked the 10th hole and followed the leaders to the clubhouse for a week and 18-hole playoff. As a golfer, I thought my life was complete at age 22!