Gil Wiseman is a seasoned executive and leader in the financial services industry. For more than three decades, Gil worked closely with executive leaders to achieve outstanding results for financial services teams. As a long-term team member with Farmers Insurance, Gil climbed the ladder of corporate responsibility, earning accolades and respect from all who worked with him.
Gil is most passionate about working with clients to achieve their long-term dreams. He enjoys coming to understand what delights and brings joy to his clients so he can help them spend more time doing that. He recognizes that financial worries degrade his clients’ ability to experience the freedom of complete financial independence.
Gil is committed to building comprehensive financial plans for each client, tailored to their specific needs and goals. To build these plans, he must come to deeply understand what matters to each client. He knows these plans give them the freedom to align their time, attention, energy and financial resources to what matters most to them.
Gil specializes in working with clients who have their sights on retirement and are looking for a partner to assess their needs and build a plan, with a realistic timeline. This allows them to move into the next stage of their lives with confidence.
Over three decades experience in the Financial Services industry, known for building deep and enduring relationships, and solving complex problems.
B.S. Finance, University of Oregon
MBA, Finance & Tax, Portland State University
Completed course work for CFP®.