Gareth Crossley

Gareth Crossley

Wealth Management Advisor, Vice President

Followers of Gareth Crossley245 followers
location of Gareth CrossleyPleasanton, California, United States

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  • Timeline

  • About me

    Wealth Management Advisor

  • Education

    • United States Naval Academy

      1987 - 1991
      Bachelor's Degree
  • Experience

    • Merrill Lynch

      Feb 1998 - now
      Wealth Management Advisor, Vice President
  • Licenses & Certifications

    • Certified Financial Planner

      CFP Board of Standards
      Dec 2004
    • Personal Investment Advisor

      Merrill Lynch
      Dec 2016
    • Chartered Retirement Planning Counselor

      College for Financial Planning
      Jul 2007