Gilroy, CA Office

Team
Updated today

Client AUM

$2,891,538,663

Clients

10,477

Advisors

2

Of 162 advisors across 81 offices

Location

8000 Santa Teresa Blvd Ste 130

Gilroy CA 95020

Advisors at this office

2

Advisors at this office

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Larry C

Series 63, Series 65

Gilroy, CA

Creative Financial Designs, Inc.

Larry Chavez is a financial advisor with Creative Financial Designs, Inc. in Gilroy, CA, holding Series 63 and Series 65 licenses and possessing 11 years of industry experience. He has been with Creative Financial Designs since 2016 and is also involved in Christian Wealth Management as an investment professional. Creative Financial Designs serves a diverse client base including individuals, charitable organizations, corporate clients, and employer retirement plans, offering a range of investment management and financial planning services. The firm’s investment approach incorporates asset-class model allocations informed by third-party research and includes Biblical Responsible Investing strategies alongside traditional and tactical portfolio options.

ESG / Sustainable investing Options & derivatives strategies Religious/faith focused
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Michael G

CFP®, Series 63, Series 66

Gilroy, CA

Creative Financial Designs, Inc.

Michael Graef is a CFP®-certified financial advisor with 20 years of industry experience, currently affiliated with Creative Financial Designs, Inc. in Gilroy, CA. He holds minority ownership and serves as a corporate officer at Inspire Investing, LLC, and is fully owned sole proprietor of Christian Wealth Management, a financial planning practice. Creative Financial Designs serves individual, charitable, corporate, and retirement plan clients with a range of investment management and financial planning services. The firm employs asset-class model allocations informed by third-party research and offers various strategies including Biblical Responsible Investing.

ESG / Sustainable investing Options & derivatives strategies Religious/faith focused
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