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Who We Are

Glenn Andrade

Owner/Investment Advisor

Glenn’s professional career in the Securities Industry started with EF Hutton in 1987. He has worked with several different Wall Street firms, and over the years, developed a hands on approach to his client’s investment accounts. The creation of his firm, AFS Investments, was a result of his 25 years of experience in managing client’s accounts, and more importantly, managing their expectations!

“In October of 1987, I had just returned from New York after participating in my firm’s training program, with all the eagerness you would expect from a rookie stockbroker. My eagerness was quickly turned to shock when I witnessed the single worst down day in the Stock Market’s history. Needless to say, I started my career seeing what the market could do to investors who were more focused on return on investment than return of investment!”

Gary Pevey, RICP CLU CHFC

Meet with Gary


As Founder, President, and Financial Advisor at Wealth Design Group, I specialize in holistic personal financial planning, business succession and wealth strategies, and advanced life insurance strategies. I am the primary advisor when working with clients at the firm, and I also manage the business in a more general sense. As a perpetual student of the industry and a truth-seeker, I am motivated by looking past the hype of the market for solutions that truly help my clients. My purpose is to help my clients have a more prosperous and comfortable financial life.

I have served in the financial industry for over 40 years. Prior to founding Wealth Design Group, I worked as Vice President at Bank of America, which gave me a unique perspective on the challenges and opportunities faced by business owners and families alike. Since entering the financial services industry as an advisor, I have obtained the Retirement Income Certified Professional® (RICP®) certification, the Chartered Life Underwriter® (CLU®) certification, the Chartered Financial Consultant® (ChFC®) designation, and the Investment Advisory Representative (IAR) designation. I strive each day to place my clients’ financial needs first, share financial truths with them, and ensure that they act on the things that will be most beneficial to them and their families.

Outside of serving as a trusted financial advisor to my clients, I am passionate about helping my community. In the past, I have served as the President of Point West Rotary in Sacramento, a Board Member of Point West Rotary Club Foundation, the President of the California 4-H Foundation, a Founding President of the Rosemont High School Music Boosters, a Chairman of the Rosemont High School Site Council, and a Treasurer of Sacramento Girls Softball League.

I currently live in Sacramento with my wife, Debbie. Together, we have two adult daughters, Lauren and Ellen. In my free time, I am also a vintage vehicle enthusiast. I currently own two vintage cars that I purchased in high school. I am also an adventure motorcycle enthusiast, and I have ridden to the Arctic Ocean in the past. I am also the Founder of The Sidecar Shoppe, a store specializing in importing and fabricating high-end motorcycle sidecar outfits.

Life Insurance ID number: 0800047.

Gary is life licensed in AZ, CA, CO, ID, NV, TX, UT, VA and WA.

Sharda Ryan

Financial Advisor

Meet with Sharda


As a Financial Advisor and the Director of Client Engagement at Wealth Design Group, I am motivated by helping single women and their families in my community develop and achieve financial goals that are unique to their financial picture. More specifically, I specialize in financial planning, retirement accounts and business retirement plans, gifting or giving strategies, education funding, debt management, social security income planning, life insurance, and portfolio management. I constantly keep my clients’ best interests in mind when making recommendations and developing a solid financial plan for their goals and needs. I strive to be a woman’s caring and knowledgeable advocate throughout the journey of reaching her own financial independence.

I have served in the financial industry since 2007. As a single mother, my own experiences led me to a career in the financial services industry to help women achieve financial wellness and advise them on their holistic financial picture. I find it fascinating when my clients share their own diverse backgrounds and stories with me and developing long-lasting relationships with them makes my desire for their success even stronger.

I currently live in Salinas with my husband, Nate, and our dogs. When I am not servicing my clients, I enjoy volunteering with the Salinas Downtown Rotary Club, Serving on the board of Tatum’s Garden Foundation, training my dogs, exploring the outdoors, and spending time with my new granddaughter.

CA life license number is 0F79096

States Approved: CA

Annette Andrade

Office Manager

Annette grew up in Northern California and graduated from Hilmar High School. Currently she is very active in the Sacramento Orchid Society, an organization founded in 1947 that educates over 270 people in the Greater Sacramento Area about the advantages of growing orchids. Annette also actively plays tennis and golf in her free time.

With four adult children and two grandsons, family time is also very important to Glenn and Annette as well.

Registered Investment Advisor

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Copyright 2020 Investment advisory services offered through Andrade Financial Services, Inc., doing business as AFS-Investments, a Registered Investment Adviser registered in the State of California. Custody services and other brokerage services provided to clients of AFS-Investments are offered by Fidelity Brokerage Services LLC, Member NYSE/SIPC. Andrade Financial Services, Inc. (dba “AFS Investments”) is a state-registered investment adviser located in Orangevale, California. AFS Investments is registered in the state of California and in compliance with the current registration requirements of the states in which AFS Investments maintains clients. AFS Investments may only transact business in those states in which it is registered or qualifies for an exemption or exclusion from registration requirements. AFS Investments’ web site is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of AFS Investments’ web site on the Internet should not be construed by any consumer and/or prospective client as AFS Investments solicitation to effect, or attempt to effect, transactions in securities or the rendering of personalized investment advice for compensation over the Internet. Any subsequent, direct communication by AFS Investments with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. A copy of AFS Investments’ current written disclosure statement discussing AFS Investments’ business operations, services, and fees is available from AFS Investments upon written request. AFS Investments does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked toAFS Investments’ web site or incorporated herein, and takes no responsibility therefore. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly. • [website design]