Sterling Gary

Vice President
Wealth Management
951-405-1000 x 722

Sterling Gary brings exceptional passion to the financial planning process. With over 35 years of financial advising experience, Sterling helps individuals gain a better understanding of the financial concepts behind insurance, investing, retirement, estate planning, and wealth preservation. He focuses on a client’s unique goals, needs and objectives and is committed to the tailoring of investments, insurance and the financial planning process. Most important, he hopes you’ll see the value of working with a skilled professional to pursue your financial goals. 

Sterling is active in his community. Volunteerism is in his blood - he has been an active member as well as a member of the board of directors of the Seal Beach Chamber of Commerce. He is a member of Friendship Baptist Church of Yorba Linda Ca. and was past president of the Friendship Development Foundation, a non-profit community outreach provider. He participates in other nonprofit and service related organizations such as the Habitat for Humanity and Olive Crest. He has held past memberships in the local Rotary Club as well as a Paul Harris Fellow and acted as past president of the Anaheim Hills Rotary Club with other Rotary titles such as Asst. District Governor and District Community Service director for Dist. 5320.  He enjoys, golfing, fishing and bowling with a high average of 210.

Sterling is a native of California, with two adult children, Sean, Lauren and Kemo, the family German Shepard.