Helping you plan a bright future!
At Gourley Financial, our mission is to empower individuals and families to navigate their financial journeys with confidence. We are dedicated to building strong, personalized relationships with our clients. Our team takes pride in truly getting to know our clients. We understand that financial needs evolve, and we’re here to guide you through every chapter of life—whether planning for retirement, saving for college, or building a legacy. Our goal is to ensure you feel understood, informed, and in control of your financial future.
We help create portfolios to meet long-term financial goals. Have questions about investments, taxes, retirement, social security, or estate planning? I would be happy to help..
We start by understanding your comfort levels with risk. Then we analyze your goals and compare them to your current portfolio. We recommend and help implement an investment strategy designed to meet your unique needs.
Time is taken to fully understand our clients, and each unique situation. A genuine interest in your life helps us make customized portfolios for you and your family. And you can count on unbiased recommendations and impartial guidance.
Alexander Gourley
Mary Bautista - Hablo español
Hello! I’m Alex Gourley, Financial Advisor and owner of Gourley Financial. I am passionate about guiding individuals and families through their financial journeys to help them reach their goals and fulfill their dreams. I believe that financial planning is more than just managing investments; it’s about understanding what truly matters to you and aligning your financial strategy with those values.
In 2023, I opened Gourley Financial to better serve my community and focus on clients rather than a big firm's goals. I chose LPL as the Broker/Dealer because I could help clients in a fiduciary capacity, or in a traditional brokerage capacity. This allows flexibility and a lower cost to clients. After all, more money in your pocket is my ultimate goal. Also, there is improved technology for speed, security, and client portal access. In 2024, I opened a second office in Clarion County, PA to be closer to family. As my wife and I now have two daughters, we believe it is important for them to connect with family.
Both my wife and I are proud alumni of the University of Hawaii—where I earned my degree in Economics, and she completed her master’s in Speech Therapy. We enjoy exploring the outdoors, whether by bicycle, kayak, or hiking. As active members of Leatherwood Church and various local organizations, including the King City Rotary Club, Clarion Rotary, the Chamber of Commerce, and King City Young Farmers, we are committed to giving back to our community.
Please contact us if you cannot find an answer to your question.
Financial plans allow you to prepare for things like your child's education, your retirement, or big/unexpected life changes.
It should start with your goals and objectives, and from there we will build an investment portfolio, retirement and tax planning, as well as insurance needs.
You should meet with us to review your plans every two years, or before any major life transition.
It is never too early to get started on your investment plans. Tell us more about your goals, and we will get you started on a plan to achieve them.
Ph: (831) 263-9313
Monday - Friday: 8:30am - 4:30pm PST.
Home Office:
399 E San Antonio Dr. Suite A
King City, CA 93930
Eastern Office:
664 Packing Rd.
New Bethlehem, PA 16242
Copyright © 2024 Gourley Financial LLC - All Rights Reserved.
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