Gary E. Mills, CFP®

Gary brings over 30 years of experience in financial services and investment management to the Olin Financial Group of Wells Fargo Advisors. He is dedicated to helping individuals meet their financial needs by developing plans around their long-term goals and risk tolerances.

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® professional 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 strategies, retirement planning, insurance, taxation, and risk management.

In 2014, 2015, 2019, 2020 and 2021 Gary was awarded the professional designation; Platinum Council* member. For the last twelve consecutive years, (2013-2024) he has been recognized as; a FIVE STAR WEALTH ADVISOR** as seen in Diablo Magazine of the San Francisco East Bay.

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

*The Platinum Council distinction is held by a select group of Financial Advisors within Wells Fargo Advisors as measured by one or more of the following: completion of educational components, business production from the previous year, and professionalism. Additional consideration may have included best practices and team structure.

**The Five Star Wealth Manager award was issued on October 1st, 2024 by Five Star Professional (FSP) for the time period 01/09/2024 through 08/09/2024. Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. The award is based on 10 objective criteria. Eligibility criteria – required: 1. Credentialed as a registered investment adviser or a registered investment adviser representative; 2. Actively licensed as a registered investment adviser or as a principal of a registered investment adviser firm for a minimum of 5 years; 3. Favorable regulatory and complaint history review (As defined by FSP, the wealth manager has not; A. Been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine; B. Had more than a total of three settled or pending complaints filed against them and/or a total of five settled, pending, dismissed or denied complaints with any regulatory authority or FSP’s consumer complaint process. Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through FSP’s consumer complaint process; feedback may not be representative of any one client’s experience; C. Individually contributed to a financial settlement of a customer complaint; D. Filed for personal bankruptcy within the past 11 years; E. Been terminated from a financial services firm within the past 11 years; F. Been convicted of a felony); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients. Evaluation criteria –considered: 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. FSP does not evaluate quality of services provided to clients. The award is not indicative of the wealth manager’s future performance. Wealth managers may or may not use discretion in their practice and therefore may not manage their clients’ assets. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by FSP or this publication. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by FSP in the future. 1,567 San Francisco East Bay-area wealth managers were considered for the award; 85 (5% of candidates) were named 2024 Five Star Wealth Managers. Visit www.fivestarprofessional.com.

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.
2020 - 1,260 East Bay area wealth managers were considered for the award; 88 (7% of candidates) were named Five Star Wealth Managers.
2021 – 1,413 East Bay area wealth managers were considered for the award; 89 (6% of candidates) were names Five Star Wealth Managers.
2022- 1,155 East Bay area wealth managers were considered for the award; 90 (8% of candidates) were named Five Star Wealth Managers.
2023- 1,291 East Bay area wealth managers were considered for the award; 87 (7% of candidates) were named Five Star Wealth Managers.
2024- 1,567 East Bay area wealth managers were considered for the award; 85 (5% of candidates) were named Five Star Wealth Managers.

Wells Fargo Advisors does not provide legal or tax advice.