Numbers tell a story, and in financial planning, they tell the only story that matters. Ask Cary Boring, a financial planner who presents intelligent, reasoned investment models to try and position his clients for prosperity.
Cary's logical, straightforward planning style and genuine concern for his clients have been key factors in his success. His planning philosophy is to put each client's individual circumstances as the primary focus and build a plan around the client's needs. His planning techniques are well thought out, and he takes the emotional factor out of the equation.
Not surprisingly, Cary worked as an engineer for ten years after graduating from California State University, Chico. He entered financial planning out of his desire to positively affect the lives of others. His motto is Theory means nothing, unless you practice it. His own financial theories, when put into action, seek to bring emotional and financial comfort.
Cary lives in Newport Beach, California with his wife, Truly, and children Baylor and Tenley. He enjoys all sports, particularly tennis, softball, golf and fishing.
He is an Investment Advisor Representative with Trilogy Capital, Inc. in which he holds his Series 65 Registration. He holds his Series 7 and 63 Registrations with LPL Fianancial and also holds Life and Long Term Care licenses.