Gary K. Dorfman, Principal
Managing Director

Gary is a member of One Capital Management’s Investment Advisory Committee and leads the firms Family Office Group. He also plays an integral role in overseeing One Capital Management's Private Client Business on the central coast - providing customized wealth management solutions to endowments/foundations, corporate executives and multi-generational families. Prior to joining One Capital Management Gary was a Managing Director & Partner of Beacon Pointe Wealth Advisors. Before joining Beacon, Gary was the Founding partner of Pacific Pointe Advisors. He brings over 30 years of investment management experience to the company. Gary has been an innovator in the Financial Services industry creating wealth management platforms for several large financial institutions. He has held senior management positions for Lincoln Financial Advisors, Robertson Stephens and Sanford C. Bernstein. Gary received his Bachelor of Arts from the University of California Santa Barbara, with a dual emphasis in Business Economics and Political Science. Gary currently serves on the Board of Directors for the LEAP Foundation – a nonprofit focused on providing young adults leadership skills to better prepare them for college and help pave the path as they begin their career. He also recently served a two year term on the Board of Directors for Santa Barbara Middle School.