Gary Pia, CFP®

Enjoy a clear retirement plan that eliminates confusion and noise.

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Mission Street Wealth Planning Gary Pia, CFP®
Pasadena, CA

Serving Clients Nationwide

Enjoy a clear retirement plan that eliminates confusion and noise.

3 Certified Advisor Reviews™
Rate this Advisor

Areas of Focus

  • Caregiving for Parents
  • Financial Life Planning
  • Investment Management
  • Retirement Planning
  • Taxes

About Me

Hi, I'm Gary Pia. I am an experienced independent, fee-only, CERTIFIED FINANCIAL PLANNER® professional and I can show you how to retire comfortably and confidently. I can show you how to protect and grow your nest egg to create an income that will buy everything you need for a lifetime.

Real financial advice does two things. It removes the financial stresses and concerns you have, but don’t want. It guides you to the financial outcomes you want, but don’t have. It has to do with your money, but it’s really about what you want from your life.

Real financial advice creates clarity so you can make confident decisions.

I make that happen by asking lots of questions and listening until you’re sure I’ve heard you. I explain things clearly by translating “finance” into “human.”

I strive to act impeccably. I own my mistakes. I solve problems and provide solutions by surrounding myself with subject matter experts who share my passion for service. I am in a perpetual state of personal and professional development.

Since 1989 I have helped hundreds of clients just like you take the fear out of investing, increase their probability of a secure and comfortable retirement, transfer their wealth, and to take care of their aging loved ones.

I have acted in plays, conducted pit orchestras, sung in bands, and served on non-profit boards. I was elected to three terms as City Treasurer of South Pasadena, California.

I am a husband, son, father, and grandfather.

Professional Designations

  • CERTIFIED FINANCIAL PLANNER™ Professional

Affiliations

  • Financial Planning Association

Primary Location

177 E. Colorado Blvd. 2nd Floor Pasadena, CA 91105

Video

Meeting Options

  • Video Conference
  • In-Person
  • Phone

Compensation Methods

  • Flat Fee
  • One-time Financial Plan
  • Percentage of Assets Managed

What to expect in the first meeting

Click the 'Book Intro Call' button above to schedule a free discovery call. We'll get to know each other and I'll listen to understand your unique circumstances so we can determine the best way to proceed. I look forward to speaking with you.

Offers Investment Management

Yes

About our Firm

Mission Street Wealth helps you build and protect your future with clear, objective planning that keeps confusion away.

✔️ More than 30 years of helping families secure their future.

Since 1989 Mission Street Wealth has been guiding investors with reliable retirement planning. Grounded in academic research and informed by a sense of healthy historical optimism , Mission Street Wealth serves clients by designing strategies built around every need, priority, and dream.

There’s simply too much noise pollution today. Talking heads on TV and Online pundits with time to fill and ratings to chase tell us what they’ve been paid to tell us by large financial institutions. Advisors and salespeople who are supposed to be on their clients’ side are instead too often only interested in their own financial advantage.

You deserve clear, independent advice that you can count on. Mission Street Wealth is here for you, offering complete planning services that cover everything that’s important to you.

✔️ Our only goal? Your success.

Financial advisor in the Greater Los Angeles area based in Pasadena, California.

Education

Brigham Young University, BA, Communications

Hobbies and Interests

  • Family
  • Music

Who We Serve

  • Baby Boomers
  • Caregivers
  • Corporate Executives
  • Dual Income Family
  • Families
  • Gen X
  • Intergenerational Families
  • Living in Retirement

To make Wealthtender free for readers, we earn a nominal monthly fee from financial advisors and firms in exchange for marketing services (including being featured on this profile page), subject to terms of use. This compensation creates a natural conflict of interest when we favor their promotion over others. Wealthtender is not a client of these advisors or firms. Testimonials may not be representative of other clients’ experiences and do not guarantee future performance or success.

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Gary will always exceed your expectations... on all fronts!

✅ Wealthtender Certified Advisor Review™
Apr 28, 2024
We feel blessed to have Gary as our financial advisor. He provides a highly personalized approach to everything he does... always putting our needs first... always responsive to our changing needs and the shifts in the market. He is professional, personable, light-hearted, and a joy to work with. Can't ask for more than that!
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Kat O'Sullivan
Kat O'Sullivan

Tommy V.

✅ Wealthtender Certified Advisor Review™
Apr 27, 2024
Gary is attention to details X 1,000 %, responsive, & throughly the BEST ! ☆☆☆☆☆
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Thomas Vandercook
Thomas Vandercook

The Best

✅ Wealthtender Certified Advisor Review™
Apr 24, 2024
Gary is knowledgeable, efficient, ethical and is aways available.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Bob Harrison
Bob Harrison