Advisory Service-Registered Investment Advisor Representative 

GAP Financial's principal, Gary A Pereira, is a registered investment advisor representative, whose focus is serving retirees and pre-retirees, by providing retirement planning services and investment services, while empowering clients to have the confidence and ability to live their desired lifestyle throughout retirement.

As a registered investment advisor representative, Gary has a fiduciary responsibility to every client. Retirement accounts are a major portion of most clients assets, so trust and confidence are critically important. This starts with gathering personal data and building a base of knowledge for each clients profile. We carefully construct a portfolio which is centered around each client and their goals and objectives, and specifically tailored to balance each clients level of risk. The account's holdings are routinely monitored to ensure they are working as expected. Regular communication is established with each client to help educate them on their portfolios and the overall economic environment. Portfolios are routinely monitored for performance.

Clients stay active and busy before and during their retirement and may not have the aptitude or the desire to construct or monitor a portfolio, let alone keep up with economic changes and developments. Clients appreciate knowing that a seasoned financial professional is overseeing their accounts during the good and the bad market cycles. Clients also benefit from our open communication style and are always plugged in at their desired level. Our lines are always open and client's encouraged to conact us with any questions or concerns.