OneSource
- Health & Wealth Management -

CONNECT

Address:

80 Iron Point Circle
Suite 200
Folsom, CA 95630

Phone:

888.268.8884

Gary L. Frazier, CLU®

Gary L. Frazier, CLU®

Partner
Strategic Financial Partners

1998 – Present

Associate dealing with complicated estate and business planning for closely held family businesses and their principals, key executives and their families. This involves, but is not limited to generational and charitable planning, executive benefits, business continuation issues and related estate planning. Integration and coordination of all these areas is essential and his experience and background bring creative and comprehensive solutions to the process.

1976 – 1998

  • President/CEO, Capital Management Group, San Jose, CA
  • Memberships & Designations
  • Million Dollar Round Table (Life & Qualifying Member)
  • Society of Financial Service Professionals
  • Memphis Estate Planning Council
  • Chartered Life Underwriter CLU®
  • Investment Advisory Representative (IAR)
  • Education
  • United States Military Academy at West Point
  • B.S. Engineering
Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck