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Advisors / California / Concord
29yrs

Gary Downs

Financial advisor at D & T Financial Advisors

Based in Concord, California, Gary Downs is a financial advisor with 29 years of industry experience. Gary has been with D & T Financial Advisors since 1997. Gary holds the CPA/PFS designation.

One of 178 advisors with offices in Concord.

Concord, CA 94520CPA/PFSTop 9% by experience in ConcordFee-only firm
Call the officeDirections

At a glance

Experience29 years (since 1997)
How that compares ?Top 9% by experience in Concord
Office1985 Bonifacio Street #201, Concord, CA 94520
How the firm is paid ?Percent of assets, Other
Typical client at the firm ?$2.19 million
Advisors at the firm3
States licensed ?1 state

Services through D & T Financial Advisors

Investment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consulting

Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.

Designations

CPA/PFS

Licenses

Exams passed, from the official record. Tap a license to see what it allows.

None listed.

Career

  1. 1997 – now

Questions to ask Gary

Tailored to Gary’s registration and firm.

  1. What's your succession plan, and who would work with me if you retire?
  2. Where would my money be held, and will I get statements directly from that firm?
  3. What would I pay in total each year, in dollars, including fund and trading costs?

My notes and scorecard

Sign in to keep private notes, score your first meeting, and track this advisor alongside others.

About Gary

How do I contact Gary?

Call D & T Financial Advisors at (925) 689-1360 and ask for Gary Downs. Gary works from the Concord, CA office.

How long has Gary been a financial advisor?

Gary has been in the industry since 1997, about 29 years. Top 9% by experience in Concord.

What licenses does Gary hold?

No exams are listed on the official record.

Is Gary a fiduciary?

Gary is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.

How is Gary paid?

D & T Financial Advisors reports being paid by a percentage of the assets they manage, other fees. Ask Gary for your total yearly cost in dollars.

Official record as of October 3, 2026.

This profile is for information only and is not financial advice or a recommendation.

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