Gary Wurl - Certified Financial Planner, is a fiduciary wealth advisor who administers sound personal and professional advice on financial planning, investment management and retirement. Gary understands that each client has their own unique situations so he tailors every client's plan to meet their financial goals. Flexibility and caring are how Gary can help you achieve success. With more than 30 years of experience and many client relationships, he specializes in financial planning, retirement planning, tax strategies, and more. So if you are retiring soon or searching for a financial planner in Houston, TX, he's your guy. Contact Gary today!

Recent Recognition:

In the dynamic world of finance, true excellence shines brightly. We are proud to announce that Gary D. Wurl, CFP®, has been distinguished as a 2025 Houston Five Star Professional, an honor showcased within the pages of Texas Monthly. 

This prestigious recognition is more than just an award; it's a powerful affirmation of Gary's consistent dedication to superior client service and his profound expertise in wealth management. The Five Star Professional designation is the result of a stringent, independent evaluation process, directly reflecting the high regard and trust his clients place in his guidance. It underscores a commitment to excellence that sets him apart in the competitive Houston landscape. 

Choosing a financial advisor is a pivotal decision. With Gary D. Wurl, CFP®, you're not just selecting a professional; you're partnering with an acclaimed expert whose strategies are designed for clarity and impact. From crafting robust retirement plans to optimizing investment portfolios, Gary brings a level of sophistication and personalized care that truly makes a difference. 

Additionally, Gary was recognized by the Houston chapter of the National Association of Insurance and Financial Advisors(NAIFA) as Financial Planner of the Year in November 2024. The Financial Planner of the Year is one who embodies their fiduciary responsibility and operates with the highest ethical standards. They are compensated for at least 10 financial plans per year, have no derogatory marks on their U-4, and are Series 65 or 66 licensed.