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Financial Planning > College Planning

Gary T. Charlebois

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Pension Portfolios

2025 Bonita Avenue

La Verne, California 91750



Fax: 909 596-5230

Year Practice Began: 1987

Number of advisors in firm: Five

Clients: 1000+ (firmwide)

Clientele: Individuals with lump sum payments from 401(k)s, pensions, and buyouts

Compensation method: Commissions and 12b-1 fees

Licenses held: NASD principal and general securities licenses; California life and disability agent license

Broker/dealer affiliation: Royal Alliance

Education: AS in Aviation from Mt. San Antonio College, Walnut, California; BS in Marketing and MBA from California State Polytechnic University, Pomona, California

Previous incarnations: Positions with Kelly Services in California and Wichita, Kansas; six years with other financial firms. Retired Air Force Reservist, where he was a flight engineer on the Lockheed C141B Starlifter jet transport

Outside interests: Not many other than his two sons who both recently graduated from college; just took first vacation in five years to visit China for three weeks with wife, Lori; hopes to travel more


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