Gerad Mowrey, CFP®

Gerad Mowrey, CFP®

LPL Financial Advisor

Gerad has been with the firm since 1998.  He is both a CERTIFIED FINANCIAL PLANNER™ Professional (CFP) and an Enrolled Agent with the department of the Treasury.   An area of emphasis for Gerad is retirement planning.

Gerad earned a bachelors’ degree in finance in 1997 from San Diego State University and attained the Certified Financial Planner designation in 2012.

Gerad and Michelle have three children, Gage, Grace and Gwendolyn.  He enjoys boating with his family, traveling, mountain biking and golfing.

 

Phone 619.698.9769 Ext. 808
Fax 619.825.8975