Gloria R. Franz, CFP®, CSRIC®
The skill to advise. The wisdom to listen.
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Serving Clients Nationwide
The skill to advise. The wisdom to listen.
Areas of Focus
- Business Owners
- Cash Flow
- Estate Planning
- Financial Life Planning
- Giving
- Investment Management
- Retirement Planning
- Taxes
About Gloria R. Franz, CFP®, CSRIC®
Every client who walks through the door of Franz Tatum Wealth Management arrives with a story—of experience, responsibility, hope, or transition. Some are building wealth for the first time. Some are navigating careers, businesses, or caregiving roles. Others are looking to honor the generations before them or pave a clearer path for those who will follow. What they all share is the desire for guidance designed to support them with dignity, clarity, and respect.That is where Gloria Franz enters the story.
As founder and president of Franz Tatum Wealth Management, Gloria specializes in supporting clients who want a partner—not a transaction. She works best with those who value collaboration and appreciate an advisor who listens deeply and honors their lived experiences.
Gloria proudly serves clients from many diverse backgrounds, including women; Hispanic/Latino and African American families; LGBTQIA+ individuals and couples; blended and multigenerational households; and first-generation wealth builders seeking an inclusive environment where they feel respected and understood.
Gloria guides each relationship through the firm’s signature Peridot Process, a Personal-CFO approach that brings structure to complexity. Rather than overwhelming clients with jargon or fragmented advice, she organizes their financial world into eight interconnected pillars, creating a unified plan that grows and adapts as life evolves. With each step, clients gain greater clarity, stronger confidence, and a roadmap designed around what matters most to them.
Her philosophy is rooted in the belief that wealth is not simply about accumulation it is about empowerment. It is about the parent striving to provide stability, the entrepreneur balancing risk and possibility, the couple blending finances and dreams, or the individual rebuilding after loss or transition.
Gloria’s aim is to help clients feel seen, heard, and equipped to make decisions that reflect both their present needs and their future aspirations.
With more than 30 years of experience as a CERTIFIED FINANCIAL PLANNER™, Chartered SRI Counselor™, and Personal CFO, Gloria blends technical expertise with empathy and insight. A lifelong Coachella Valley resident, she brings community leadership, local perspective, and a dedication to responsible, values-aligned investing into every client relationship.
Gloria also enjoys a full and connected life with her husband of more than 30 years, their child, four beloved fur babies, and a large extended family who bring joy, grounding, and purpose to her every day.
Clients often describe working with Gloria as grounding. She listens with intention, explains with clarity, and offers guidance that fits the real world not a theoretical one. Whether navigating milestones, preparing for uncertainty, managing transitions, or pursuing meaningful impact, she serves as a valued advocate at every turn.
At its heart, Gloria’s work is about partnership—helping clients organize their financial lives so they can live more fully, give more intentionally, and move forward with purpose.
Licenses: Series 65 (WCG Wealth Advisors) | CA Insurance License: #0A46101
Professional Designations
- CERTIFIED FINANCIAL PLANNER ®
- Chartered SRI Counselor (CSRIC)
Primary Location
34220 Gateway Drive, Suite 100, Palm Desert, CA 92211
Video
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Fee Based
What to expect in the first meeting
Click the 'Book Intro Call' button above to schedule a free introductory Fit Meeting. Our goal during this meeting is to have an opportunity to get to know you and for you to get to know us. I look forward to speaking with you.Offers Investment Management
Yes
About Franz Tatum Wealth Management
At Franz Tatum Wealth Management, we work with individuals and families who have built meaningful success and who value clarity, guidance, and thoughtful long-term planning.Our ideal clients are people who appreciate collaboration, treat others with kindness, and value the experience and perspective we bring to the table. They want a trusted partner—someone who listens, coordinates, and helps them make confident decisions for themselves and those they love.
We serve clients from many walks of life, and we are honored to work with families whose backgrounds reflect our community—women, Hispanic/Latino families, African-American families, LGBTQIA+ individuals and couples, multigenerational households, blended families, and first-generation wealth builders. Many come to us with a strong sense of responsibility, a commitment to family, and a desire to build or sustain a meaningful legacy.
We understand the unique dynamics these families often navigate: caring for multiple generations, honoring cultural values, navigating career or business growth, and wanting to ensure the next generation is better prepared.
Our approach reflects that understanding:
▪️ We listen deeply and without assumptions
▪️ We respect cultural and family dynamics
▪️ We help educate across generations
▪️ We tailor your financial strategy to your values, priorities, and vision for the future
▪️ We coordinate the moving pieces so you gain clarity, confidence, and direction
Whether you are growing what you’ve built, preparing for the future, supporting loved ones, or shaping a legacy that reflects your values—we provide guidance that is personal, thoughtful, and centered on what matters most to you.
Your goals are yours. Your story is valued. Your legacy matters.
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Investment advice offered through WCG Wealth Advisors, LLC, an SEC registered investment advisor.
Hobbies and Interests
- Dogs
- Family
- Foodie
- History
- Pickleball
- Reading
- Traveling
- Volunteering
SEC Lookup
View DisclosureWho We Serve
- Baby Boomers
- BIPOC
- Blended Family
- Business Owners
- Corporate Executives
- Dual Income Family
- Entrepreneurs
- Gen X
- Hispanic | Latino
- Intergenerational Families
- LGBTQ
- LGBTQ Couples
- Women Professionals
- Women’s Finance
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