Gary D. Case
Cornerstone Financial Planning
3023 East Copper Point Dr.
Meridian, ID 83642
Office: (208) 466-1971
Mobile: (208) 371-7368
Fax: (888) 589-4667
Home: (208) 461-1412
E mail: firstname.lastname@example.org
Biography: Gary Case, CFP®
Helping people chart and maintain their financial course
is rewarding work for Gary. He enjoys guiding his clients
as they implement financial planning strategies that
help them meet their financial and life goals.
A business owner himself, Gary takes a comprehensive
approach to financial planning. He views his role as
helping people make well informed decisions about all
their important financial planning matters; providing
them with greater financial independence and security.
He has been providing comprehensive financial planning
services for over 25 years. As a Certified Financial
Planner™ practitioner, he has demonstrated a consistent
ability to protect and grow the hard earned assests
of his clients, many of whom have experienced major
life changes including retirement, divorce, or the loss
of a spouse.
Gary graduated from Idaho State University with a Bachelor
of Science and from North Texas State University with
a Master’s degree. He holds the Certified Financial
Planner? designation (CFP®), Chartered Financial
Consultant designation (ChFC), Chartered Life Underwriter
(CLU), and is currently pursuing the designation of
Certified Employee Benefits Specialist (CEBS). Gary
has presented financial planning training to accountants,
attorneys, insurance, and investment professionals throughout
the valley. Gary values education as a way to promote
professional excellence and regularly hold workshps
for his clients, adressing verious areas related to
financial planning. He also publishes a regular column
in the Idaho Press-Tribune.
Gary is an owner of Treasure Valley Health Insurance
(TVHI), a company specializing in group and individual
health insurance sales. TVHI is a brokerage representing
a number of health insurers.
pose special licensing problems because of the accessibility
to the public across jurisdictional lines. A rep-advisor
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a prospective client unless the rep-advisor is appropriately
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Investment Advisory Services offered through Investment
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to residents of: Alaska, Arizona, California, Colorado,
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Washington, Wisconsin. Cambridge and Cornerstone Financial
Planning, LLC. are not affiliated.