About Us

Gary L. Watts, CFP®, EA, CTC

WEALTH ADVISOR | TAX PLANNER

“What matters most to my clients is what matters most to me.”

I have been in the financial services industry since 2009. I’m a former police lieutenant and Army aviator. The most common question I’m asked is how I can make the transition to wealth management and tax planning. For me, it wasn’t that big of a change.

My motivation has always been the same: helping people and doing the right thing. The same thing that gave me satisfaction on the police force gives me satisfaction in financial services: knowing that I made a positive difference in someone’s life, protecting them and their business.

Seeing the importance and the need for quality, ethical advice for individuals and companies, I decided to bring my experience in problem-solving and innovation to financial planning and investment management. Challenging times? I was made for this.

I have the privilege of working at Frontier Wealth Strategies, LP. We are an independent registered investment advisory firm.

As a Certified Tax Coach with the American Institute of Certified Tax Planners, I’m part of a community of tax professionals dedicated to help their clients achieve success and security by overcoming their biggest financial obstacle.

Not All Financial Advisors Are Created Equal

Fiduciary

We have a legal and ethical obligation to put your interests first and we take this responsibility very seriously.

CFP® Professional

Formal recognition of expertise. Only 25% of all financial advisors in the industry can claim this distinction.

R

Independent

I am an independent advisor, not an employee advisor who works for a big box firm. 

Enrolled Agent

Enrolled agent status is the highest credential the IRS awards. Individuals who obtain this elite status must adhere to ethical standards and complete 72 hours of continuing education courses every three years.

Let Us Help:

Dear Friend,

I hope you’ll forgive me for being blunt.

I am Gary Watts, I’m a CFP®, EA, CTC and realize that you may not be used to seeing a tax professional talk like this. It’s not my intention to offend (I’m actually being very careful with my words–I am a tax professional, after all).

But I think you’ll agree that the times we’re currently facing require a little straight talk.

Here’s a certain truth: the State and Federal Government would love to have more of your hard-earned money in their accounts. Sure, even though it’s painful, none of us begrudge paying our legal and fair share of taxes. But the problem is that regular taxpayers, like you, are missing out on legal and safe deductions, to the tune of hundreds of millions of dollars in unclaimed refunds every year!

As a tax professional, it truly breaks my heart, knowing that just a few thousand, or even a few hundred bucks for us “regular guys” out of that vast pool of overcharging could make a world of difference–and they are just sitting there, unclaimed! And with the economy we’re facing now…it’s essential that the “right” professional handles your taxes and other financial matters.

You see, all tax professionals are not the same. From the “discount” chains (notice the quotes) to classic accounting firms, most fly through tax season in a disorganized mess–bleary-eyed and hopped-up on caffeine. It’s no wonder that they treat you like a number and lapse into excuses and tax-talk. (I told you that I would be blunt.)

Click the button on this page to take your first step. And of course, feel free to poke around our site and discover why I’ve been called “The Most Trusted Enrolled Agent in the Bay Area.”

PS — When you fill out the form, we’ll also add you to our weekly email series on “Real World” Strategy (for individuals). Our readers enthusiastically forward these to their friends and peers all the time, and they’re not your standard “tax tips”.

PPS–Already ready to come in?

I don’t blame you…many folks are fed up with the other options out there. Our schedule is very full…but if you call us at 925-380-9001 or Email Us, we’ll give you two options for coming in right away! We will NOT make dealing with a tax professional as painful as it’s been in the past!

Talk again soon,

Gary Watts, CFP®, EA, CTC

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