Gary L. Walden, Certified Financial Planner
Gary is the Senior Certified Financial Planner at Glass Jacobson Investment Advisors, LLC and brings a wealth of knowledge to the firm’s financial counseling practice. With 22 years of financial management experience, Gary is charged with creating customized solutions for the firm’s wealth management program. Additionally, he is consulting with institutional investors, retirement plan sponsors, and trust management.
Gary is a Certified Financial Planner (CFP®), Accredited Investment Fiduciary (AIF®), and an Accredited Estate Planner (AEP). He also is the President of the Suburban Maryland Estate Planning Council, and is actively involved with the Financial Planning Association and its Maryland chapter, The Greater Washington Society of CPAs, Children’s Hospital Foundation, and The Cold War Museum (Smithsonian Affiliate).
Gary received his Bachelors degree in Finance from The University of Texas at San Antonio He currently is pursuing his Masters degree in Taxation from the University of Maryland, and plans to sit for the CPA exam upon completion. Additionally, Gary is a Lieutenant in the U.S. Air Force Auxiliary and a former Cub Scout troop leader. Gary holds the FINRA registration for Uniform Investment Advisor Representative.