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Gordon N. Peay, Certified Financial Planner, has over 30 years experience in personal, estate, retirement and investment planning. He is a Registered Principal and an Advisory Associate with Sentra Securities Corporation, a member firm with the National Association of Securities Dealers (NASD), and a Registered Investment Advisor. He is also a Chartered Life Underwriter and a Chartered Financial Consultant. Gordon has served as President and Chairman of the Board of Directors of the Los Angeles Society of the Institute of Certified Financial Planners.
He holds a Bachelor’s Degree in Economics from Washington and Jefferson College, is a graduate of the College for Financial Planning, and has a Master’s Degree in Psychology from the University of Santa Monica. Gordon has frequently been called as a speaker and to deliver financial commentary on Los Angeles television.
The Capital Advantage
8055 W. Manchester Ave.
Suite 340
Playa del Rey, CA 90293
tel 310. 821. 9205
fax 310. 821. 9305
e-mail peayday@aol.com
Gordon Peay is a Registered Principal offering securities through Sentra Securities Corporation, a Registered Broker/Dealer and Member of NASD and SIPC.
(Sentra Securities Corporation is not affiliated with The Capital Advantage.)
The Capital Advantage
We are a financial services firm, specializing in the design and implementation of financial and life strategies for individuals, families and small businesses.
• Our vision is to aid our clients in developing and attaining their life goals.
• Our mission is to encourage a happy, rewarding life, abundantly supported through financial planning.
We work closely with you to:
• Provide direction to set life goals
• Analyze your current financial situation
• Select strategies for asset accumulation and protection
• Prepare a written plan or strategy to attain your life goals
• Implement your plan
We offer you Solutions to:
• Discover and define your life goals – financial and non-financial
• Structure and implement an investment plan or strategy to achieve your life goals, such as:
• Retirement by a certain age
• World travel
• College funds
• Start/Grow your business
• Allocate, strategically diversify and manage your investment portfolio for safety, income and/or growth
• Design and install corporate and self-employed retirement plans
• Structure rollovers from employer plans and establish advantageous distribution schedules
• Analyze your estate to minimize estate taxes and avoid probate expenses
• Insure your family against income loss from disability or death
* Are you satisfied with your current financial situation?
* Will you be able to retire on schedule?
* Do you have a will?
* Has it been recently reviewed by your attorney?
* Are you confident about your future?
If you answered “YES” to ALL of these questions, then you are indeed fortunate! You’ve probably met all your financial goals and can now sit back and reap the rewards of careful planning and saving. Congratulations!
If you answered “NO” to ANY of these questions, then you are like the rest of us! Few of us have so thoroughly planned our finances that we can feel confident and satisfied with our present and future situations. We all know we “should” be doing something, but “now isn’t a good time – too many things to do, so many bills to pay...”
Everyone can benefit from financial planning. And like everything else in life that’s important, you learn how to do it by getting started. It’s painless – and the rewards make for an abundant life – and a good night’s sleep!
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Email Gordon 
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