Gary L. Rathbun, CLU, ChFC, MSFS, AIF
President, CEO

Gary has been in the Financial Planning Business since 1981 and is experienced in the areas of estate planning, private foundations, asset management, trusts, and charitable remainder strategies. He is a published author, widely sought after speaker, and an often quoted authority in the areas of financial planning and charitable giving. Along with numerous articles, Gary is the co-author of "The Charitable Giving Handbook", "The Perfect Legacy," How to Establish Your Own Private Foundation", "Philosophy of Wealth Accumulation", and most recently "Wealth Preservation for Physicians." After attending Adrian College, in Adrian, Michigan, Gary received his Chartered Life Underwriter (CLU) in 1987 and his Chartered Financial Consultant (ChFC) in 1988 and a Masters of Science degree in Financial Services in 2000 from the American College in Bryn Mawr, Pennsylvania.  His personal philosophy on working with clients centers around a holistic approach to complete life planning.

Private Wealth Consultants website

Private Wealth Consultants, LTD.
6591 W. Central Ave. #108
Toledo, OH 43617
Toll Free: 877-473-9792

If your group or organization needs a speaker, Gary is available for speaking engagements. Email Gary for more information.
Private Wealth Consultants, LTD. was founded with the goal of assisting our clients in every aspect of their financial lives. We`ve provided the most comprehensive and personal service available, thus earning a reputation for excellence in our industry. For each of our clients we strive to help create financial stability through protection, enhancement, and transfer of private wealth.

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