Peter Gaylord Services, Inc.
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Peter Gaylord Services, Inc.
Categories
Accounting & Bookkeeping CPA
About
Business Owner of Tax & Investment Management Firms. Financial analysis at major companies including VISA, Walmart.com, Wells Fargo and Electronic Arts. Two decades in the tech industry with major firms including Netapp, E*TRADE, and other firms. Veteran. US Navy Lt. NFO (Naval Flight Officer) on P3 patrol planes. Anti-submarine warfare tactician.
Tax Preparation, Tax Planning, Financial Planning, Investment Management, Wealth Management
Additional Info
EA (Enrolled Agent), CFA (Chartered Financial Analyst), Tax services to over 6,000 clients. RIA Firm since 2013 (Gaylord Wealth Management, LLC). Tax Services through Peter Gaylord Services, Inc.
Membership Type
*RACC Business Membership (Renewals)