About Us

Peter Gaylord, CFA
Peter Gaylord, CFA is the CEO & Chief Investment Officer of Gaylord Wealth Management, LLC.

Peter Gaylord, CFA is an experienced investor & money manager, with over three decades of investing experience.  He serves as CEO, Chief Compliance Officer, and Chief Investment Officer of Gaylord Wealth Management LLC.

Peter obtained his MBA degree in 1990 from Michigan State University. In addition to his MBA, Peter has completed the Certificate in Finance (a seven course program) from the University of California, Berkeley Extension, has passed the CPA Exam, and holds the CFA (Chartered Financial Analyst) Charter, a rigorous program considered to be the “gold standard” among investment research and management professionals.

Peter is licensed as an Investment Advisor Representative with Gaylord Wealth Management LLC in California.  At E*TRADE Peter worked as a Marketing Manager and as a General Securities & Registered Options Principal, supervising customer trading activity, the opening of new accounts, and the granting of margin & options trading privileges. He held the FINRA Series 4, 7, 24 & 63 Licenses, and later the Series 65.

Peter Gaylord, CFA
Gaylord Wealth Management, LLC
535 Mission Street
14th Floor
San Francisco, CA 94105

+1 (415) 971-7529
pgaylord AT gaylordwealth.com

Investment Management – Financial Planning – Portfolio Construction & Management