About Us

“Our clients are like family.”   That’s more than just a tag line on a website or a brochure; that’s been the defining theme of Gayle Lob Financial Strategies since its start in 1987.  It’s about looking out for our clients, speaking frankly to them, cheering them on when things go well, backing them up when things get tough and, above all, helping them meet their goals.  It’s a smart approach to business too:  the majority of Gayle Lob Financial Strategies’ clients have been referred to us by other clients and professionals and we have the honor and pleasure of working with many second and third generations.   

There’s a good reason for this.  Our clients know that we take their futures very seriously and strive to insure that they meet their goals and objectives.

We’re fortunate to have a great partner helping us to assist our clients.  LPL Financial, the Nation’s largest independent broker/dealer, provides us with the administrative, research and technological backbone to monitor an increasingly complex investment universe.  As LPL does not develop or market financial products of its own, they help us identify the best, highest rated and most suitable investment vehicles for our clients.  This ensures that we remain client-focused, objective and unbiased.

Gayle S. Lob, CFP®CFDP®
Helping people manage the transitions in their lives has been Gayle Lob’s calling since launching Gayle Lob Financial Strategies in 1987.  It’s a role she’s abundantly qualified to fill, having dealt personally with divorce and remarriage, the raising and education of children and step-children, career change and caring for elderly parents.    This broad range of life experience gives Gayle a unique perspective and considerable empathy when helping clients plan for and adapt to change.

A former schoolteacher who has taught mathematics and foreign language in both Westchester County and Paris, France, Gayle explains concepts and strategies patiently and clearly.
“We have many clients who have been with us for 20 years or more because our clients become friends and feel like family,” Gayle says.  “I know why I go to work every morning – to laugh with them, to cry with them, to experience their joy and feel their pain. And to know that we are helping them retire to sunny climates, purchase their beautiful new home, and attend the graduations of their children and grandchildren.”

Gayle is a CERTIFIED FINANCIAL PLANNER™ Professional and a Certified Financial Divorce Practitioner™.  Through LPL Financial, she is a Series 7 and Series 63 registered investment consultant, a Series 24 Registered Principal and is licensed for life, health and long term care insurance in multiple states.  Gayle recently became a Certified Collaborative Financial Specialist and Mediator, working as a neutral party to help divorcing couples maximize available assets to best meet the needs of each spouse and their children.

A noted speaker, Gayle has appeared on CNBC, CNN, Fox 5 New York and News12 Westchester and has been featured in the Wall Street Journal and Gannett’s Westchester/Rockland Journal News.  She is an active member and former Director of the Westchester Estate Planning Council, a past board member of the White Plains YWCA and is actively involved with Rotary International and the Women President’s Organization.

Gayle and her husband reside in New Rochelle, NY and take great pride in their blended “Brady Bunch” family of five children.

Adam Rude, CFP®
What do you get when you combine a CERTIFIED FINANCIAL PLANNER™ Professional, a patented inventor, a guitarist and songwriter and a self-described geek with social skills?  You get Adam Rude, CFP®.

Adam is a CERTIFIED FINANCIAL PLANNER™ Professional, a Series 7 and Series 66 registered investment consultant, and is licensed for life, health and long term care insurance in multiple states.  He also holds a special certification for New York State’s Partnership for Long Term Care.  

Adam’s broad professional experience and creative problem solving abilities are outstanding resources for Gayle Lob Financial Strategies and have enabled the firm to implement advanced management techniques on behalf of its clients.   In addition to his technical and technological responsibilities, Adam enjoys working with clients to develop and execute their financial plans.  

“My role is all about helping clients get from point A to point B in their lives – even and especially when those points or places aren’t really clear,” he says.  “I take the most satisfaction from cases where I can simplify a difficult situation or concept for a client and help them choose a course that they feel comfortable with and that meets their goals.”

A graduate of New York University’s Stern School of Business, Adam resides in Briarcliff Manor, NY with his wife and twin sons.