Gary D. Case, CFP®
Cornerstone Financial Planning
Registered Representative
3023 East Copper Point Dr.
Suite 106
Meridian, ID 83642
Office: (208) 466-1971
Mobile: (208) 371-7368
Fax: (888) 589-4667
Home: (208) 461-1412
E mail: gary@idwm.net

 

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Biography: Gary Case, CFP®

Helping people chart and maintain their financial course is rewarding work for Gary. He enjoys guiding his clients as they implement financial planning strategies that help them meet their financial and life goals.

A business owner himself, Gary takes a comprehensive approach to financial planning. He views his role as helping people make well informed decisions about all their important financial planning matters; providing them with greater financial independence and security. He has been providing comprehensive financial planning services for over 25 years. As a Certified Financial Planner™ practitioner, he has demonstrated a consistent ability to protect and grow the hard earned assests of his clients, many of whom have experienced major life changes including retirement, divorce, or the loss of a spouse.

Gary graduated from Idaho State University with a Bachelor of Science and from North Texas State University with a Master’s degree. He holds the Certified Financial Planner? designation (CFP®), Chartered Financial Consultant designation (ChFC), Chartered Life Underwriter (CLU), and is currently pursuing the designation of Certified Employee Benefits Specialist (CEBS). Gary has presented financial planning training to accountants, attorneys, insurance, and investment professionals throughout the valley. Gary values education as a way to promote professional excellence and regularly hold workshps for his clients, adressing verious areas related to financial planning. He also publishes a regular column in the Idaho Press-Tribune.

Gary is an owner of Treasure Valley Health Insurance (TVHI), a company specializing in group and individual health insurance sales. TVHI is a brokerage representing a number of health insurers.

Internet communications pose special licensing problems because of the accessibility to the public across jurisdictional lines. A rep-advisor is not permitted to make any direct communication with a prospective client unless the rep-advisor is appropriately registered in that prospective client’s state. For this reason, each website must have the following disclosures:
Investment Advisory Services offered through Investment Advisor Representatives of Cambridge Investment Research Advisors, a Registered Investment Adviser. Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC, to residents of: Alaska, Arizona, California, Colorado, Florida, Idaho, Illinois, Kansas, Maryland, Massachusetts, Montana, Nebraska, Nevada, New Mexico, Oregon, Utah, Washington, Wisconsin. Cambridge and Cornerstone Financial Planning, LLC. are not affiliated.