# Golden Years Financial

Golden Years Financial is a RIA based in Las Vegas.

## Overview

- **Organization type:** RIA
- **Headquarters:** Las Vegas
- **Assets under management:** Undisclosed
- **Website:** gyfinancial.com
- **LinkedIn:** https://www.linkedin.com/company/golden-years-financial-llc

## Regulatory record

- **CRD number:** 286458
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/286458

## About

Golden Years Financial, LLC (GYF) is a Nevada-registered investment advisory firm that works cooperatively with Golden Years Insurance Services. It helps clients create tax-advantaged income they can never outlive and protect against risks that can destroy a retiree's financial well-being. The firm is a comprehensive retirement planning firm whose professionals help people achieve a work-optional lifestyle.

## People

- Mark Cordner — President
- Anthony Pizl — Investment Advisor Representative | Associate Advisor
- Amy Watkins — Licensed Insurance Agent, Client Relations & Marketing Director
- Giulianne Kirk — Licensed Insurance Agent, Insurance Operations Director
- Tracy Geraldo — Licensed Sales Agent, Customer Service Director
- Naomi Cordner — Administrative Support & Special Events

## Questions

### Who runs investment decisions at Golden Years Financial?

No named principals or investment leaders are publicly associated with Golden Years Financial. The firm's internal governance is not documented in any accessible source.

### Does Golden Years Financial disclose any portfolio holdings or investment activity?

No portfolio holdings, direct investments, or fund commitments have been recorded in public sources. The firm's investment activity is entirely opaque.

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- [Yellow Mountain Capital](https://altss.com/profile/yellow-mountain-capital-llc)
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Last updated: 2026-08-11T15:06:49.768Z

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