Gary Wurl - Certified Financial Planner

Gary Wurl - Certified Financial Planner Gary D. Wurl is a CFP® Professional and Wealth Advisor at Wealth Partners Alliance(WPA). https://wealthpartnersalliance.com Contact Gary today!

WPA provides all investment advisory services through Concurrent Investment Advisors, LLC, an SEC Registered Investment Advisor. 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 ever

y 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.

We stand ready to help with 5 star reviews and several advisors that have been recognized nationally.
11/08/2025

We stand ready to help with 5 star reviews and several advisors that have been recognized nationally.

💬 What's Your Next Financial Milestone?

At Centric, we're here to help you navigate every step of your financial journey. Whether you're:
Planning for retirement
Managing your assets
Protecting your wealth
Ensuring business continuity

Our team is dedicated to providing personalized strategies tailored to your unique goals.
👉 Explore our services: centric.org

Is this the one?
11/08/2025

Is this the one?

Explore the open house at 13619 Splintered Oak Dr, Houston, TX 77065. Check out upcoming homes in the area and find your dream property in Houston

10/01/2025
07/10/2025

“Gary D. Wurl, CFP, has been published in The Wall Street Journal as a YEAR Five Star Wealth Manager award winner. Visit E-Reprint - Five Star Professional for more information and disclosures.
https://app.essentialengine.com/ereprints/571334

Send a message to learn more

Subscribe to Richard’s monthly report.
05/17/2025

Subscribe to Richard’s monthly report.

%April brought extreme market volatility, with dramatic swings driven by tariffs, policy uncertainty, and investor reaction. Discover how equities, bonds, and the Centric investment committee navigated the most turbulent month in five years.

https://centric.org/april-3rd-2025-pull-back/?fbclid=IwY2xjawJc591leHRuA2FlbQIxMQABHpeVWi4emEEMIUL9RDz29syoFQL1sRR7bE9GB...
04/04/2025

https://centric.org/april-3rd-2025-pull-back/?fbclid=IwY2xjawJc591leHRuA2FlbQIxMQABHpeVWi4emEEMIUL9RDz29syoFQL1sRR7bE9GB_3IWkpo4tGB_qg7DrwYCYR3_aem_fV0b9f9mHHUpHK3S6f24Zg
Insights from our Chief Investment Officer, Richard Cull, CFA.

%March market recap disrupted by tariff turmoil: Following President Trump's 'Liberation Day' press conference, markets reacted sharply to unexpected tariff details. Explore key insights, potential impacts, and why disciplined investing remains essential amid uncertainty.

02/08/2025

Calling all local friends, family & clients. I will be one of the featured speakers this Thursday 02/13/2025 at 8:30AM at Creekwood Grill. Continental Breakfast w coffee I would love any support, plus you will get to meet other local businesspeople too.
Let me know if you plan to come.
I look forward to seeing a room full!

12/30/2024

While it breaks my heart, I have been forced to terminate the phone number I have had for Financial Destiny, Inc since 1996. Seems no one really has control. I have had Comcast business for 12 years & when I switched to them, they said they could not use that number, but they would instead assign a new number & assign my old number to it. Now that they have more than doubled my bill, I have cancelled Comcast & the new company & myself have had 2 weeks of run around. Comcast says it is Lumen. Lumen says it is AT&T, AT&T says it is Lumen. Both the receiving company & I have spent a combined 30+ hours trying to figure it out & to no avail. What a messed-up system. My lesson in this is if a company cannot keep my number, they do not get my business!
Meanwhile if you are used to calling me at a number that was 713-688.... Please change to my Centric Advisor, LLC number if 281-819-1644.
Thank you for reading my rant :-)

Address

4900 Woodway Drive
Houston, TX
77056

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 3pm

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