As a Financial Planner, Gary services the financial needs of individuals and businesses while looking to build long-term relationships. He collaborates with his clients to determine their financial goals and navigates through each of the 6 areas of financial planning to help get them there. Starting with their current financial position, they dive into protection planning, investment planning, tax planning, retirement planning, and estate planning. When the analysis is complete, Gary can identify solutions for specific needs or build and implement a financial plan that can help put them in the best position to succeed.

I am committed to building long-term relationships with my clients. Helping them reach their financial goals is my number one priority.

Qualifications

• Licensed to sell Life, Accident, and Health Insurance
• Holds the Series 7 and 66 Securities Licenses
• Prior to joining Barnum, spent time as an Account Executive with RecruitSavvy

Personal

• Studied at Ramapo College of New Jersey, receiving his Bachelor’s Degree in Finance, where he graduated Cum Laude
• Currently resides in New Jersey
• In his spare time, he enjoys exercising, playing golf, reading, and snowboarding

I am licensed and registered to offer products and services in NJ. Licenses and registrations will vary.
Domiciled in NJ.

Check the background of this investment professional on FINRA’s BrokerCheck