Gary Farrell brings over 20 years of business management and finance expertise to his role as an Investment Adviser Representative and Service Adviser at Mosley Wealth Management. A professional career that includes direct P&L responsibilities of business units in excess of $200m, mergers, acquisitions, and most recently growing a startup e-commerce apparel brand to over $14m in annual revenue in under 4 years. With a broad understanding of finance and accounting, Gary enjoys understanding each client’s unique situation and the opportunity to deliver a personalized financial strategy that supports each clients’ long-term goals—particularly in the areas of wealth management, retirement planning, and tax planning.
A California native, Gary earned his undergraduate degree in Finance and Business from California State University, Fullerton, and his MBA from Pepperdine University. He holds his Series 65 securities license, as well as his California insurance license, enabling him to serve as a fiduciary and provide independent, objective financial advice.
Raised in Yorba Linda, CA, Gary now lives in Placentia with his wife, Kelly, and their three children—Payton, Madison, and Kinley. A devoted family man, he spends most weekends supporting his kid’s athletic endeavors. When time allows, he enjoys golfing, sailing, and finding new local restaurants with great food, friendly service and a relaxing atmosphere.
CA License # 4439595
