President – Advisory Services
Successful business owners and professionals have relied on Gary’s expertise for their financial, estate and business planning for three decades. Gary has earned a Master’s of Science degree in Financial Services from the American College and holds designations as a Certified Financial Planner, Chartered Financial Consultant and Accredited Estate Planner.
Gary has authored numerous articles, taught classes in investing, financial planning and conducted continuing education courses for financial planners, attorneys and accountants. He has been a requested speaker for the CPA Society, HLB International Accounting Group, various legal forums, the Association for advanced Life Underwriting and Society of Financial Service Professionals.
Gary heads CPI’s planning team, which is responsible for the design and implementation of investment strategies, business and estate plans for CPI’s high net worth clients. In addition, he provides planning advice and works jointly with CPI’s affiliated financial service producers nationwide.
Gary is a past President of the Society of Financial Professionals SJ Chapter, The American Heart Association and The Brady Kohn Foundation. He is also a member of the Estate Planning Council of Southern NJ and the Financial Planning Association.
Gary holds multiple securities licenses (Series 1,7,63,65,24,27,53) including those for Investment Advisory Services, as a Registered Securities Principal, Municipal Securities Principal and Financial Operations Principal.