Articles
Gary Vyneman
Gary Vyneman has been working with families, individuals, and small business owners for more than a decade.
As a tax attorney with a masters in tax law from New York University, he is very attuned to the various tax issues that are unique to family wealth preservation. Among other things, he has significant depth of experience working with executives and small business owners having counseled them in the tax issues associated with equity incentives, private and public investments and those relating to the sale of their businesses.
As a financial planner, he helps his clients to build and lower the overall risk of their investments. Gary's integrity and deep commitment to helping each client reach their investment goals has resulted in a loyal following of clients nationwide. His goal is to simplify the investment process while providing a distinct level of investment advice, financial planning and personal service. With his guidance, investors can potentially leave more to their heirs and create financial freedom for themselves and an independent standard of living.
Gary is a Registered Representative with National Planning Corporation, member FINRA, SIPC, and is the founder and President of Probitas Financial. Gary was formerly with Merrill Lynch's Private Client Group as a Financial Advisor. He was, prior to that, a Tax Partner with Stradling Yocca Carlson & Rauth, a professional law corporation in Newport Beach, California. Gary and his wife Darlynn live in Costa Mesa. He is involved in various volunteer work for Not-for-Profit organizations and his church.