Member Profile
Jacob Gunter
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GnarledOak Financial 1101 Standiford Ave Suite C-2 Modesto, CA 95350 (209) 522-0250 Website |
| Business and Company Details:
GnarledOak Financial Planning for the Life You Want to Live At GnarledOak Financial, we combine nearly two decades of experience with a deeply personal approach to financial planning. Our mission is simple: help you prepare for life’s uncertainties so you can live the life you’ve always dreamed of—with greater clarity, confidence, and less worry. We specialize in holistic, bespoke planning tailored to your goals—whether that’s transitioning from a successful saver to a successful spender in retirement, creating an income strategy, or planning your legacy. Our philosophy? “More” isn’t a valid investment goal—living well is. We’re here when you need us. With a service-first mindset and a commitment to exceptional experiences, we offer guidance in areas such as:
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| My education, training and business experience
I have completed the Series 6 exam: the Investment Company and Variable Contracts Products Representative Qualification, The Series 7 exam: FINRA General Securities Representative Qualification, the Series 63 exam: NASAA Uniform Securities Agent State Law, and the Series 65 exam: NASAA Uniform Investment Advisor Law. I have also earned the LUTCF (Life Underwriter Training Council Fellow), FSS® (Financial Services Specialist), BFA™ (Behavioral Financial Advisor) and ChFC® (Chartered Financial Consultant) designations. |
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| When I m not working, I enjoy . I enjoy spending time with my family, outdoor activities, cycling, house projects, and gardening. I am also a Lego fan. |
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| Some of the Clubs, Associations and Volunteer activities that I participate in are
We put on workshops throughout the year at Junior Colleges and Libraries around the Central Valley, through a non-profit affiliation, on topics such as Social Security and Medicare, as well as Estate Planning Basics. I am active in my church and help out with the youth group when my kids aren't too embarrassed by me being there. |
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| Gold Star Information Year Joined: 2024 |
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