Barbara L. Gray, CFP®
“My passion is to help educate and guide clients in designing financial planning and investment strategies for a confident and independent future. Your long-term financial health and overall well-being is the reason I built this business.”
Barbara Gray is a CERTIFIED FINANCIAL PLANNER™ professional managing Pivotal Wealth Advisors – her San Francisco Bay Area based financial services and investment management firm – through LPL Financial. Barbara is a former CFO with over 30 years of experience in corporate finance and became an independent advisor with LPL Financial in 2009. She advises and consults with executives, families and business owners.
Barbara’s background and her own life story compelled her to help others through financial planning and investment management. Like many others in 2008 she faced an unavoidable career change and was fortunate to have planned ahead. “I don’t know what I would have done if I had not had the foresight to set aside financial resources to help when the unimaginable happens.” Barbara’s own divorce, followed closely by the death of her mother, have made her even more empathetic and aware of the importance of close family, friends and trusted advisors during difficult times.
Ultimately, your success is about more than wealth. As a licensed agent, Barbara can provide the right tools – customized fee-based financial planning and investment management, as well as risk management products, including life, disability and long-term care insurance. Barbara helps you align your values, life goals and financial resources.
- Financial Planning Association, East Bay
- LPL Financial Advisors
- Financial Executives Networking Group
- BDN Contra Costa
- Rudgear Meadows HOA Board Member
- Diablo Ballet Board Member & Treasurer
Experience in helping…
- Executives in Transition
- Baby Boomers Planning for Retirement
- Pre-Retirement Professionals
- Small Business Owners
- Widows and Divorced Women
- Seniors seeking Income in Retirement
- Parents Saving for their Children’s Education