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Geoffrey G

Series 63, Series 65

Glen Allen, VA

Guardian Life

Geoffrey Gardner is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 licenses and having 26 years of industry experience. His career includes extensive tenure at Guardian Life Insurance Company and Park Avenue Securities since 2013. Outside of his primary roles, he occasionally sells insurance products through Consolidated Planning, Inc. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management and a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, retirement plan sponsors, charitable organizations, and businesses. The firm offers a combination of advisor-led discretionary management and model-based strategies, access to proprietary and third-party advisory solutions, and integrates various financial planning and consulting services.

Business exit / sale strategy Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Financial Professional Approaching retirement Established Professionals Mid-Career Professionals
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Finley W

Series 63, Series 65

Glen Allen, VA

Guardian Life

Finley Woodward is a financial advisor with Guardian Life and holds Series 63 and Series 65 licenses. He has 12 years of industry experience, including prior roles at Ohio National. Woodward also engages in insurance sales outside of Guardian for clients who do not qualify for Guardian products. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a combination of advisor-led discretionary management and model-based strategies through proprietary and third-party platforms, with tailored client relationships including financial planning and consulting.

Business exit / sale strategy Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Financial Professional Approaching retirement Established Professionals Mid-Career Professionals
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Percy B

ChFC®, Series 63, Series 66

Glen Allen, VA

Guardian Life

Percy Blackburn is a financial advisor at Guardian Life with 10 years of industry experience. He holds the ChFC®, Series 63, and Series 66 designations. His previous work includes roles at Northwestern Mutual Wealth Management Company and its affiliated entities before joining Park Avenue Securities and Guardian Life in 2023. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, offers brokerage and investment advisory services to individuals, high-net-worth clients, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm provides a range of financial planning and consulting services, combining advisor-led discretionary management with model-based strategies and various proprietary and third-party platforms.

Business exit / sale strategy Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Financial Professional Approaching retirement Established Professionals Mid-Career Professionals
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