A. Gary Osentoski, CFP®

A. Gary Osentoski, CFP®

CERTIFIED FINANCIAL PLANNER™

Gary has been working in the financial services business since 1988. He genuinely enjoys helping families and businesses navigate through the complex world of financial planning and investments. His goal and mission are to help improve his clients' overall financial future. He is a FINRA-registered Series 7 stockbroker, a CERTIFIED FINANCIAL PLANNER, and a graduate of the University of California, Irvine Personal Financial Planning Program.

Gary and his business partner Erle Petrie started in the financial services business in 1988 and have worked together ever since. Beginning in 1994, they hosted the weekly radio show “Money Talks” on KMNY AM 1600 “Money Radio." Gary and Erle took stock market and financial planning questions from the listening audience. This is one of the ways they built their financial planning practice.

INFLUENCES:

Louis Rukeyser
Louis Rukeyser hosted a television show on Friday nights from 1970 to 2005 called “Wall Street Week with Louis Rukeyser.” Gary watched this show every Friday from the early 1980s until it ended in 2005.

Peter Lynch
Peter Lynch managed the Fidelity Magellan Fund from 1977 through 1990 and had a stellar average annual return of 29.2 percent. Equally impressive during his 13-year tenure, assets under management increased from $18 million to $14 billion. One of Gary’s favorite financial books to this day is One Up on Wall Street written by Peter Lynch. Gary was fortunate enough to meet and shake hands with Mr. Lynch at a conference in Boston in 1997.

HOBBIES:
Gary’s favorite activity is bicycle riding, and he rides approximately 100 to 150 miles per week. He enjoys being outside and riding with his friends who all believe exercise is an important part of life. After a hard ride, they look forward to spending time together having a cup of coffee and friendly conversation.