Before receiving his CERTIFIED FINANCIAL PLANNER (CFP®) professional designation, Gary completed his studies at the College for Financial Planning. Also, he received from The American College a Masters of Science in Financial Services with graduate-level Certificates in Pensions and Executive Compensation, Estate Planning & Taxation and Financial Asset Management. Since 1982, he has provided creative and comprehensive financial services through estate planning and financial strategies using insurance, investments, annuities and retirement plans.
Through his experience and thoroughness, Gary has built a solid client base through referrals from satisfied clients and other professionals. Expertise, along with personal commitment, dedication and integrity has earned Gary the respect of his clients and associates. In addition, he devotes his time and energy to various professional and community association which include: The Financial Planning Association, Past President of the Melville Rotary Club, and Trustee of the South Huntington School District.