GW Financial

GW Financial is an independent, fee-only wealth management and financial planning firm specializing in advising and engaging individuals, families, and organizations. We specialize in coaching clients toward financial peace of mind through financial education, clear communication, and smart resolutions.

 1.2k
GW Financial
GW Financial

We were founded in April 1982 by Glenn Woody and acquired by Julie Bray in 2014.


Address: 151 Kalmus Drive, Suite C-150, Costa Mesa, CA 92626, USA

Phone: +1 714 850 0534
FAX: +1 714 850 0934