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As a founder and co-owner of One2One Wealth Strategies, a PlanMember Financial Center located in Glendale, Arizona, Gavin strives to create an environment and culture that is focused solely on helping individuals realize financial success. Throughout his life there have been many people that have contributed to his personal successes and he knows that without them he would not be where he is today. With their “coaching,” he came to the realization that many of the concepts taught to him were simple, though not always easy to implement. When he works with his clients, Gavin helps them understand they are not alone, and he is there to help guide them through the financial maze.
Passionate about improving his clients’ financial wellness, Gavin provides monthly financial education and coaching services at his office, and partners with superintendents and principals to bring financial literacy workshops to educators. He believes in developing a well-defined plan before purchasing any investment. Through his coaching and education programs, Gavin’s goal is to help his clients create a retirement plan designed to bring them financial peace of mind.
Gavin provides a variety of financial services including:
• Retirement planning
• College planning
• Mutual funds
• Life insurance
• Approved 403(b) provider for public schools
• Pension analysis for public school employees
• Annuities
• IRA/Roth IRA investments
• 401(k)/403(b) rollovers
• Budget/debt consolidation
In addition to attending to the needs of his clients, Gavin feels that it is very important to invest back into his community. He is very proud of the time he has volunteered to multiple organizations through the years, witnessing their accomplishments and, more importantly, the benefits that were provided to those in need. In his spare time he enjoys spending time with his beautiful family. Gavin and his wife, Jill, have been married for more than 10 years and have a wonderful son named Will. He is also passionate about playing golf, fishing and gardening.
Gavin Jensen Co-Owner, One2One Wealth Strategies
Office Location
7500 E. Pinnacle Peak Rd.
Suite A-104
Scottsdale, AZ 85255
Phone: (623) 850-0016
gavin@121ws.com
121ws.com
Before investing, carefully read the prospectus(es) or summary prospectus(es) which contains information about investment objectives, risks, charges, expenses and other information all of which should be carefully considered. For current prospectus(es) call (800) 874-6910. Investing involves risk. The investment return and principal value will fluctuate and, when redeemed, the investment may be worth more or less than the original purchase price.
Asset Allocation or the use of an investment advisor does not ensure a profit nor guarantee against loss.
Representative registered with and offers only securities and advisory services through PlanMember Securities Corporation, a registered broker/dealer, investment advisor and member FINRA/SIPC. PlanMember is not liable for ancillary products or services offered by this representative and One2One Wealth Strategies. One2One Wealth Strategies and PlanMember Securities Corporation are independently owned and operated companies. PlanMember Financial Corporation • 6187 Carpinteria Avenue • Carpinteria, CA 93013 • 800-874-6910
Representative is registered with and offers only securities and advisory services through PlanMember Securities Corporation, a registered broker/dealer, investment advisor and member FINRA/SIPC. 6187 Carpinteria Avenue, Carpinteria CA. 93013, (800) 874-6910. One2One Wealth Strategies and PlanMember Securities Corporation are independently owned and operated. PSEC is not responsible or liable for ancillary products or services offered by One2One Wealth Strategies or this representative.