Gerad R. Mowrey

Tax Advisor, Enrolled Agent, Certified Estate Planner, Certified Financial Planner

Gerad has been with the firm since 1998. As a Certified Financial Planner, he provides a comprehensive approach to wealth accumulation and preservation. He provides tax planning advice to, individuals, partnerships, LLC’s, corporations, estates and trusts, all with the goal of providing tax efficient strategies that strives to maximize income and mitigate tax liability. Gerad has a passion for people, and for helping his clients pursue their financial goals.

Gerad earned a bachelors’ degree in finance in 1997 from San Diego State University and the Certified Financial Planner designation in 2012.

Gerad has three children, Gage, Grace and Gwendolyn. He enjoys boating with his family, traveling, mountain biking and golfing.


Phone 619.698.9760 Ext. 808
Fax 619.494.1663