Murray Financial Services, Inc.

Gannon Agnew is a financial advisor at Murray Financial Services, Inc. based in Chico, CA. He holds a Series 65 designation and has been with the firm since 2023. Outside of his advisory role, he has experience working with Almendra Winery & Distillery and has been involved with educational institutions including UC Berkeley and local schools. Murray Financial Services provides discretionary portfolio management, financial planning, and consulting services to individuals, high-net-worth clients, corporations, non-profits, and employee benefit plans. The firm emphasizes asset allocation using mutual funds, primarily Dimensional Funds, and manages accounts on a discretionary basis with a focus on tax-efficient strategies.

Kevin Murray is a financial advisor with Murray Financial Services, Inc. in Chico, CA, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. He has worked with LPL Financial, LLC since 2006 and founded Murray Financial Services in 2015. Outside his advisory work, he is a licensed insurance agent involved in selling fixed insurance products including life, long-term care, and term insurance. Murray Financial Services provides discretionary portfolio management, financial planning, and consulting services to individuals, high-net-worth clients, corporations, non-profits, and employee benefit plans. The firm emphasizes asset allocation using primarily Dimensional Funds mutual funds and manages accounts on a discretionary basis with a focus on tax-efficient strategies and regular rebalancing.