our financial planners 

David Park is a financial planner who operates an independent office of J.P. Turner & Company,LLC. David is devoted to helping investors better protect their assets and ensure that their money lasts. David has comprehensive knowledge of strategies for retirement income planning, wealth preservation and estate planning. He has used his knowledge to help retirees and pre-retirees like yourself plan for lifetime income, while reducing some of the vulnerability to the devastating effects of market risk. David, his wife Joanne, and his son Griffin enjoy living in Glendale, CA. They are very active in their church community and volunteer with local animal rescues. David also enjoys tennis, golf, skiing, mountain biking, walking the dogs and being with family.

Bryan Schwartz is a financial planner whose passion for helping families plan for their future was developed throughout his previous 10 years of experience as an educator. Bryan helps clients make sound financial decisions to grow, protect, and transfer resources ... giving clients the time to focus on what matters most in life: the people that surround them. Bryan enjoys spending time with his family, leading children’s ministry programs at his church, serving others through Kiwanis Club, and volunteering with various nonprofits serving downtown Los Angeles communities. He also enjoys tennis, baseball, mountain biking and classic cars. Bryan, his wife Suzie, and their two children, Aidan and Olivia, reside in Alhambra, CA.

Talk to David and Bryan when you need help with the following:

Wealth and Investment Management

• Stocks, Bonds and Mutual Funds
• Fixed Income
• Asset Management

Retirement and Income Planning

• Individual Retirement Planning
• Corporate Retirement Planning

Tax Planning

• Personal Tax Reduction
• Business Tax Reduction
• Tax Efficient Investment Portfolios

Insurance & Risk Management

• Income Replacement
• Family Security
• Business Protection & Continuation
• Investment Portfolio Protection Strategies

Estate Planning

• Asset Protection Strategies
• Wealth Transfer Preparation
• Business Succession Planning
• Legacy and Gifting Strategies

Educational Planning

• 529 College Savings Plans
• Financial Aid Planning

Alternative Investments

• Real Estate
• Gas and Oil
• Equipment Leasing

*Securities offered through J.P. Turner & Company, L.L.C. Member SIPC / FINRA)
Investment advice and financial planning offered through J.P. Turner & Company Capital Management, L.L.C.
(A registered investment advisor.)

Investment Products are:
NOT A DEPOSIT - NOT FDIC INSURED - NO BANK GUARANTEE
MAY LOSE VALUE - NOT GOVERNMENTALLY INSURED

J.P. Turner & Company, L.L.C. and J.P. Turner & Company Capital Management, L.L.C. are not affiliated with, owned or controlled by, nor do they own or control
Gilmore Bank.
Gilmore Bank does not assume responsibility for the accuracy of any information or representation made by any other party made herein.