Gary A. Jensen, MBA, CFP®

Licensed Annuity Investigator

More About Me

My name is Gary A. Jensen, CFP®. As a financial professional, I specialize in helping prepare my clients for a successful transition into retirement by identifying their specific income needs and exploring optimal distribution strategies. I support individuals and families across the country in finding ways to generate more retirement income while securely growing and protecting their money through all market cycles.

As you may know, a successful retirement often relies on the proper use of annuities to ensure guaranteed lifetime income, while still offering principal protection for some of your hard-earned retirement savings.

I’ve been a licensed, tenured financial advisor for more than 20 years, passionately supporting individuals and families with retirement planning, investment planning, protection planning, and income distribution planning strategies. I am always committed to working in the best interest of my clients.

I have maintained the designation of Certified Financial Planner (CFP®) practitioner since 2010, and have spent most of my career at Fortune 100 companies as an insurance agent, investment advisor/consultant, and people leader.

I graduated from The University of Texas at Austin with a Bachelor of Liberal Arts, and Louisiana State University with a Master of Business Administration (MBA). I also hold multiple FINRA and Life/Health insurance licenses in appropriate states.

On a personal note, I’ve been married to my lovely wife Kimberly for almost 20 years, and we have two teenagers, Parker and Alexa. Outside work hours, I enjoy spending quality time with my family, cycling, hiking, playing music, and reading. I’ve lived overseas for a number of years and am multilingual, speaking fluent French, Spanish, and English.

I reside in Texas, and although my office is physically located in El Paso, I work with clients throughout the United States. Through our advanced technology systems, we will be able to meet “face-to-face” virtually, as well as share computer screens so that we can be “on the same page” at every meeting.

Ultimately, my goal is to help ensure that you reach yours. All meetings are over the phone and virtual so that we can meet from the comfort of your home or office.

Feel free to reach out if you’re seeking retirement planning guidance or specific annuity recommendations to help you reach your retirement goals.

Sincerely,

Gary A. Jensen