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David G
Series 66
Kansas City, MO
K-12 Planning
David Gourley is a financial advisor at K-12 Planning with four years of industry experience. He holds the Series 66 designation and has previously worked at An Exceptional Life Financial, GWN Securities, Inc., and has operated The Gourley Group, LLC since 2018. Outside of his advisory role, he is the owner and CEO of The Gourley Group LLC, which provides financial coaching and student loan consultation services to school districts and individuals. K-12 Planning serves individual clients by offering investment management, comprehensive financial planning, student-loan planning, and tax preparation services. The firm emphasizes asset allocation and modern portfolio theory, combining passive mutual funds and ETFs with fundamental analysis and periodic rebalancing, and provides educational seminars focused on student-loan issues and education-sector client needs.
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