Gary K. Dorfman

Gary K. Dorfman has over a decade of experience in the investment management field. Gary K. currently serves as the Principal and Managing Director at One Capital Management, LLC, where they manage client relationships and oversees the firm's growth initiatives. Prior to this role, Gary was a Managing Director and Partner at Beacon Pointe, an investment consulting firm that focuses on providing comprehensive financial planning and research-driven investments. Gary K. also served as a Partner at Pacific Pointe Advisors before it merged with Beacon Pointe. Through these positions, Gary has gained extensive expertise in managing portfolios for private families, endowments, foundations, tax-exempt organizations, and retirement plans.

Gary K. Dorfman has a Bachelor of Arts degree with a dual emphasis in Business Economics and Political Science from UC Santa Barbara.