Gary R Davis, CFP®, CLU®, ChFC®, LUTCF®

Financial Representative

Professional

Gary Davis is affiliated with the Northwestern Mutual in Los Angeles. Gary joined the Northwestern Mutual in 1997. His primary focus is Business Needs Analysis, Executive Benefits, Estate Analysis, Wealth Accumulation and Investment Services.

Gary graduated from Cypress College with an Associates Degree in morturary science. He was a previous owner of Davis Funeral Homes, Cemetery, and Crematory and knows first hand how important life insurance can be. Gary worked with people during their hardest times and viewed the importance of not waiting to long to get your financial situation in order. He made the switch to Financial Advisor in order to help people before it is too late.

Gary first qualified for Million Dollar Round Table in 1998. He is a Financial Advisor with the CERTIFIED FINANCIAL PLANNER™ (CFP®) and Chartered Life Underwriter (CLU®) designations. Gary is a member of the Masonic Lodge, the Elks Lodge, the Shrine of North America, and Southern Nevada Association of Financial Advisors. It was with the Shrine of North America that Gary became the Chairman of the local PGA TOUR event, Shriners Hospitals for Children Open that is held annually in October. He was instrumental in securing a 5 year agreement between Shriners Hospitals for Children and the PGA TOUR. He brings the same vision, excitement, and motivation to the tournament that he exhibits in his career with Strategic Financial Group.
 

Years of Experience

Representing Northwestern Mutual since 1997.

Education

Degree Major Institution
Associates Degree Mortuary Science Cypress College

Awards and Recognition

 

Million Dollar Round Table Qualifying Member 1998-2000, 2002-2007

MDRT is the premier association of financial professionals. MDRT status designation is granted for one year and members must apply every year to continue their affiliation with the MDRT

 

Million Dollar Round Table Qualifying/Life Member 2008-2009

MDRT is the premier association of financial professionals. MDRT status designation is granted for one year and members must apply every year to continue their affiliation with the MDRT

 

National Association of Insurance and Financial Advisors Quality Award 2012-2013

Award recognizing commitment to excellence in service to clients and industry

 

National Quality Award 2001, 2003-2009

Award recognizing persistency and performance

 

National Sales Achievement Award 2003-2007

Award recognizing performance

 

To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck