Our Team

  • Gary W. Sherwold, President

    Gary W. Sherwold began his career in the financial industry at an affiliate branch of the Bank of Tokyo based in Southern California. During this time, he began to recognize his client's needs from an individual perspective. Mr. Sherwold then made the transition to securities firms where he was able to provide greater service and products to meet his clients' changing needs. However, the internal structure of a security firm restricted his ability to satisfy all of his clients' financial needs.

    As a result Mr. Sherwold decided to establish an independent investment advisory firm, G. W. Sherwold Associates, Inc., which would allow him the freedom to help all clients achieve financial independence. To best serve his clients, he then invited other financial professionals in the industry who shared his same business philosophy and vision to work with him at G. W. Sherwold Associates, Inc.

    Gary has provided sound, time-proven financial advice for over thirty years and is very proud that a large percentage of his original clients from thirty years ago remain clients of G.W. Sherwold today.

    Gary and his wife Keely have been together since 1977 and happily married since 1983. They were blessed with two daughters and a son, and have three grandsons. Everyone lives locally in South Orange County, and the family enjoys time together often. Gary and his family are hockey fans of the Anaheim Ducks, and he enjoys gardening and getting away for a few days to stream fish in the High Sierras whenever he gets the chance.

  • Juan E. Toledano

    Juan E. Toledano began his financial career at Bank of America.  Being one of the original pioneers of an “in-store” branch in Huntington Beach, he quickly realized the need to diversify his service expertise in providing the client with the best financial help and guidance.  He met Gary W. Sherwold in the fall of 1996 and immediately felt a connection with his investment philosophy and service to the client.  After a few meetings and interviews with Gary, he came on board full time with G. W. Sherwold Associates, Inc., in February of 1997.

    Currently in his twentieth year at G.W. Sherwold, Juan works as the Operations Manager and oversees the firm’s internal accounting, portfolio reconciliation, operations, and compliance related functions for the firm.  

    Juan currently lives in Garden Grove and has been happily married to his wife Regina for 14 years. Together they have a 10 year old son who attends Blessed Sacrament Catholic School in Westminster, California.  There he is involved in various sport activities for his son (football and basketball) and volunteers for many fundraisers from Bingo, Trunk-or-Treat and the annual May Church Festival.  He enjoys fishing and golf and looks forward to the many family events and celebrations throughout the year.

  • Thomas P. Flynn II (Tom).

    Thomas Flynn began his career at G.W. Sherwold in 2001, and serves as Client Services Manager.  The long-time clients, many with an over 30 year relationship with the firm, have become very accustomed to Tom’s devoted attention to their needs. Prior to starting his career with G.W. Sherwold, Tom worked for ING, a large International financial services company in its Philadelphia U.S. headquarters, after studying mathematics at Penn State University.

    Accepting the position at G.W. Sherwold required Tom to relocate from his childhood home in Philadelphia to Orange County California, and Tom embraced the opportunity. Now, fifteen years later, he’s adopted the Southern California lifestyle, while staying close with his family in Pennsylvania. 

    Tom enjoys many sports, and keeps active playing hockey and softball.  Tom is one of four siblings in a split family arrangement, and feels very fortunate to have four wonderful, loving parents.

Contact Us

22994 El Toro Road
Lake Forest, CA 92630
Phone: (949) 470-0700
Toll Free: (800) SHERWOLD
Fax: (949) 470-0707
Email: invest@gwsherwold.com    


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