President of Franz Tatum Wealth Management and is a Cᴇʀᴛɪғɪᴇᴅ Fɪɴᴀɴᴄɪᴀʟ Pʟᴀɴɴᴇʀ™. She has been in the financial services industry since 1989 and is a native of the Coachella Valley. She has attended College of the Desert, California State University, San Bernardino and has completed the financial planning certification program through the Certified Financial Planner Board of Standards, Inc. (www.cfp.net). She has also completed the requirements needed to earn multiple FINRA securities licenses along with her State of California Insurance License.
Wealth management is a process that strives to unify all aspects of your life. The true meaning of wealth doesn’t revolve around what money can buy - it is a tool that allows you to live life on your terms. Gloria believes in providing clients with a long-term partnership that strives to provide them with the lifestyle they would like to live. Wealth management encompasses so much more than investment advice; it is a process toward building a secure financial environment. With this in mind, the trusted advisors at Franz Tatum Wealth Management believe in providing a friendly and professional atmosphere to all of their clients.
She believes in being an informed and active resident of the Coachella Valley. Her current activities include membership in the GFWC~Woman’s Club of Indio (www.wcindio.org) (Past President), and the Greater Coachella Valley Chamber of Commerce (www.gcvcc.org), is a commissioner on the Planning Commission and past member of the Citizen’s Finance Committee for the City of Indio (www.indio.org). Gloria also has the distinguished honor of being chosen as one of 2013’s Business Woman of the Year award recipient presented by Assemblymember V. Manual Perez and graduate of the 2002-2003 Leadership Coachella Valley program. This program looks to enhance the leadership skills of local professionals (www.leadershipcv.org). Since 2008 she is also a proud board trustee of the Coachella Valley History Museum (www.cvhm.org). Since 2015 she has had the privilege of being a community member on the Editorial Board at The Desert Sun (www.desertsun.com).
She believes in living her life with a positive outlook and a holistic approach to all aspects of life. She is part of large extended family and has the honor of having been married to Ruben A. Franz, since 1995 and she is proud to be a mom to their lovely daughter, Sophia.
Securities Licenses: Series 7/24/63/65
Series 7, 24 and 63 registrations held through LPL Financial. Series 65 registration held through WCG Wealth Advisors.
Securities registered in the following states:
CA Insurance License: #0A46101
Gloria Franz is a registered representative with LPL Financial.