Gary Pittsford

Chief Valuation Officer, Creative Planning

Gary Pittsford, CFP®, has over five decades of financial advisory experience. He understands that most business owners have a variety of questions when making a decision about selling their life’s work.

Gary has been President and Chairman of the National Association of Personal Financial Advisors (NAPFA), also serving on the board of directors of the International Association for Financial Planning (IAFP).

About

Gary works closely with the National Cooperative Business Association (NCBA) and the United States Chamber of Commerce. Gary has also spoken at many national conventions, contributed to and written articles for industry-specific publications, earning him several accolades.

He was the founder of Castle Wealth Advisors, LLC, merged that company with Creative Planning, LLC in 2021, and now serves as their Chief Valuation Officer.

Published Book

Your Family Business, Your Family Net Worth

Strategies For Succession Planning

You have spent a lifetime building and safeguarding your business. Now it’s time to retire. If you are like most business owners, you have more questions than answers. “What is my business really worth?” “Can I afford to retire?” “How can I safeguard my net worth and protect my family?”…

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