Gary is a dedicated financial advisor with a particular passion for retirement planning and financial education. With 11 years of experience in the financial industry, he has developed a deep understanding of the unique challenges and opportunities that people face when planning for their financial future.
Gary is committed to helping people understand the importance of retirement planning and how to navigate the complexities of creating a comprehensive retirement plan. He works closely with clients to create customized retirement plans that reflect their unique goals and circumstances, and he empowers clients with the knowledge and tools needed to make informed decisions about their financial future.
Gary strongly believes that financial education should be accessible to everyone, regardless of their income level or background. He is committed to helping people develop the financial literacy skills they need to make sound financial decisions and achieve their long-term goals. Whether he is working with clients one-on-one or leading financial education workshops for community organizations, Gary is dedicated to helping people achieve financial well-being and a secure retirement, and to making financial education accessible to all.
Gary holds Series 63 and 65 securities licenses as well as life and health insurance licenses in New Jersey. He has a bachelor’s degree in public accounting from Pace University.
In his free time, Gary enjoys spending time with his family, their dog, and their friends. He also enjoys outdoor activities and traveling with loved ones.