Who Are We

Western Annuity Services, Inc. (WASI) is a retirement and Investment Advisory firm specializing in services for employees of not-for-profit organizations, self employed individuals and individuals transferring past retirement plan accumulations. As an independent Investment Advisory Firm, WASI makes available various types of retirement programs from both the insurance industry and mutual funds and is able to personalize each individual’s retirement and investment plan. WASI has approximately 1,000 individual clients including employees at more than 200 not-for-profit organizations throughout the greater San Francisco Bay Area. WASI, from its main office in San Francisco, California, has been providing these services since 1976.

[ top ]

Our Goal

Our goal is to assist each client to achieve asset security and growth coupled with consistent financial independence with investments suitable to their individual financial circumstances.

[ top ]

What We Do

As Investment Advisors, we confer with each client to assess their financial and retirement goals. Current income and other financial information are used to analyze income and tax status. In addition, personal and/or family circumstances are reviewed in combination with the financial data to best determine an investment strategy. An appropriate investment vehicle is then recommended and all necessary forms and documents are completed and submitted. Following account establishment, WASI monitor’s the "market" on a daily basis paying special attention to the mutual fund groups we believe to be the best value. We continuously monitor other investment vehicles to insure that our recommendations are both appropriate and suitable to each client. We assist clients with any and all account functions (loans, distributions, etc.) to assure proper compliance and processing. We have found retirement accounts to be complicated and technical; hence we assist each client in determining the proper strategy in account management.

[ top ]

Bios

George Gordon, President
Western Annuity Services, Inc. (WASI) was established by George Gordon in 1976. After service in the United States Army, George received a BS degree in Business Administration and Economics from the University of California at Berkeley in 1966. He subsequently worked as a sales manager with Savin Business Machines for 2 years, then as a pension trust consultant with Employee Benefit Consultants and Corporate Tax Staging for 4 years. He formed and operated Western Annuity Services as president of the firm. WASI was formally incorporated in the State of California in 1976. George has been affiliated with Great West Life, Equitable Life, Investors Brokerage Services, Inc., Largent Financial Services and Egan & Co. through the National Association of Securities Dealers (NASD). George successfully passed the National Association of Securities Dealers (NASD) Series 2 General Securities exam in 1993 and has been licensed by the California Department of Insurance to transact insurance since 1969 and variable annuity contracts since 1972.

John Franzese, Senior Vice President
After service with the United States Marine Corp, John received a BA degree in Business Administration from San Francisco State University in 1961. After working for more than 30 years in management and executive positions in the contract furnishings industry, including Herman Miller, Sunar-Hauserman, Panel Concepts, Plan Hold and Pacific Condi, John joined WASI in 1995. John is affiliated with Western National Life and Great American Life, is licensed by the California Department of Insurance, and has successfully passed the National Assocation of Securities Dealers (NASD) Series 2 General Securities non-member examination in 1996.

Renee Conrady, Vice President/Investment Advisor Associate
Renee received her BA degree from the University of California at Santa Barbara in 1994. Starting with WASI in 2000 as Head Administrator, Renee successfully passed the National Association of Securities Dealers (NASD) Series 65 Uniform Investment Advisor Examination in August 2004.

[ top ]