Gary E. Mills

GARY E. MILLS, CFP®

First Vice President – Investments

Gary brings over 25 years of experience in financial services and investment management to the Olin Financial Group. He is dedicated to helping individuals meet their financial needs by developing plans around their long term goals and risk tolerances. As Gary puts it,

“My belief is that investors who are rooted in sound financial principles and disciplined strategies generally fare better that those who allow volatile markets and economic cycles to dictate their decisions”.

Gary attended the University of California Berkeley, and has a Bachelor’s degree in Finance from California State University – East Bay. He attained his CERTIFIED FINANCIAL PLANNER™ certification in 2008 from the College for Financial Planning. This certification required the completion of extensive course work and rigorous testing in the areas of investment planning and asset management, estate planning, retirement planning, insurance, taxation, and risk management.

In 2014, 2015 & 2019 Gary was awarded the professional designation of Premier Advisor*. He has also has been named a Five Star Wealth Advisor** from 2013-2019 as seen in Diablo Magazine of the San Francisco East Bay.

Gary lives in the San Ramon Valley with his wife and twin daughters. He enjoys time with family and friends as well as snow skiing, mountain biking, fishing, boating, basically all things outdoors!

*The Premier Advisors designation is held by a select group of Financial Advisors within Wells Fargo Advisors as measured by three or more of the following; length of service with the firm, completion of educational components, business production and professionalism.

**The Five Star Wealth Manager award, administered by Crescendo Business Services, LLC (dba Five Star Professional), is based on 10 objective criteria: 1. Credentialed as a registered investment adviser or a registered investment adviser representative; 2. Active as a credentialed professional in the financial services industry for a minimum of 5 years; 3. Favorable regulatory and complaint history review (unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through Five Star Professional’s consumer complaint process*); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients; 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. Wealth managers do not pay a fee to be considered or awarded. Once awarded, wealth managers may purchase additional profile ad space or promotional products. The award methodology does not evaluate the quality of services provided and is not indicative of the winner’s future performance. *To qualify as having a favorable regulatory and complaint history, the person cannot have: 1. been subject to a regulatory action that resulted in a suspended or revoked license, or payment of a fine, 2. had more than three customer complaints filed against them (settled or pending) with any regulatory authority or Five Star Professional’s consumer complaint process, 3. individually contributed to a financial settlement of a customer complaint filed with a regulatory authority, 4. filed for bankruptcy, or 5. been convicted of a felony.

2013- 858 East Bay Area wealth managers were considered for the award; 194 (23% of candidates) were named Five Star Wealth Managers.
2014- 4,527 East Bay Area wealth managers were considered for the award; 204 (5% of candidates) were named Five Star Wealth Managers.
2015- 2,261 East Bay Area wealth managers were considered for the award; 183 (9% of candidates) were named Five Star Wealth Managers.
2016- 948 East Bay Area wealth managers were considered for the award; 182 (20% of candidates) were named Five Star Wealth Managers.
2017- 1,049 East Bay Area wealth managers were considered for the award; 95 (9% of candidates) were named Five Star Wealth Managers.
2018- 1,397 East Bay Area wealth managers were considered for the award; 113 (8% of candidates) were named Five Star Wealth Managers.
2019- 1,340 East Bay area wealth managers were considered for the award; 104 (8% of candidates) were named Five Star Wealth Managers.