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Mary L Gibson, CFP® |
Mary L. Gibson is the principal of MLG Financial Planning, a Fee-Only
financial planning and personal coaching service. Located in San Juan
Bautista, CA and serving the greater Central Coast area, Mary is committed
to her clients: individuals, families and small business owners. "I
really care that my clients understand what their financial future can
be." Her clients receive complete financial plans or develop a strategy
for a single financial concern through MLG's flexible, hourly as-needed,
Fee-Only advisory services. Mary entered into the challenging world
of financial planning after ten years as a small business consultant.
"It started with wanting to help my business clients when they
asked me questions about their personal money. I found that many felt
that getting started on a personal financial plan was more than they
wanted to do alone. All too often, doubt, anxiety and the unknown cause
people to delay." MLG Financial Planning provides its clients with
a comfortable, no-pressure place to get unbiased information and advice.
Mary holds a degree in Political Science from California State University,
Stanislaus. She started her working career as a Farm Advisor for the
University of California. Mary then opened a retail shop, which she
owned for 13 years. During this time she taught many friends and customers
how to start or improve their own businesses, which led to founding
MLG Small Business Coaching in 1990. Her small business coaching firm
stresses the need for business owners to find balance in their personal
and business lives. As Mary learned about personal financial planning,
it was a natural extension for her to add financial planning services
to her existing business planning services. With both disciplines now
in place, Mary is committed to helping her clients build a complete
vision for their futures.
Mary completed the CERTIFIED FINANCIAL PLANNER™ curriculum through
the respected American College in Bryn Mawr, PA prior to sitting for
the CFP™ examination. Now, she enjoys meeting with clients from
all walks of life, not just business owners, to help them build brighter
financial futures. Mary joined The Garrett Planning Network, Inc. (GPN)
when she discovered that the working philosophy and business model of
this nationwide network of Fee-Only planners so closely matched her
own. She is also a registered advisor in NAPFA, National Association
of Personal Financial Planners, a association of over 700 planners dedicated
to their clients though fee-only planning.
Contact Mary for a complimentary, no-obligation "Get Acquainted"
meeting.
CFP™ and CERTIFIED FINANCIAL PLANNER™ are marks owned by
the Certified Financial Planner Board of Standards, Inc. These marks
are awarded to individuals who successfully complete the CFP Board's
initial and ongoing certification requirements.
COPYRIGHT NOTICES
All rights reserved. All material contained herein is copyright protected
and may not be reproduced in any manner without the express written
permission of the copyright owner. Certain text and articles (c) 2001,
2002 The Garrett Planning Network, Inc., Sheryl Garrett, Principal.
Other text and articles (c) 2001, 2002, 2003, 2004, 2005, 2006, 2007, 2008 Mary L. Gibson, CFP™.
CFP™, CERTIFIED FINANCIAL PLANNER™ and the federally registered
flame logo are certification marks owned by the Certified Financial
Planner Board of Standards, Inc. These marks are awarded to individuals
who successfully complete the CFP™ Board's initial and ongoing
certification requirements. |
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