Gary is a Managing Member of Phoenix Financial Group, Ltd. His credentials include FINRA series 6, 7, 24, 63, and 65 through NEXT Financial Group, Inc (NEXT). His relationship with NEXT provides Gary access to a wealth of resources, which enables him to customize each financial plan to fit any situation. One of the popular resources is providing clients with 24 hour online access to view their account positions and balances.

 

As a CERTIFIED FINANCIAL PLANNER™ Practitioner, Gary has completed a comprehensive course of study at Western International University, in Phoenix Arizona. Requirements to maintain the CFP^® designation include a minimum of 30 hours of continuing education every two years and a commitment to the CFP^® Board's strict Code of Ethics and Practice Standards.

 

The Certified Estate Planner (CEP^®) designation requires the completion of both basic and advanced education in estate planning. He must participate in the annual process of continuing education which serves to promote his proficiency in the estate planning process.

 

Gary has also earned the prestigious Registered Financial Consultant (RFC^®) designation. This designation is presented to financial advisors who maintain very high professional and ethical standards, plus certify the completion of a minimum of 40 hours of relevant, continuing education each year.

 

The Abts Institute for Estate Preservation recognized Gary for outstanding professional status in the field of Estate Planning and hereby granted him the prestigious "Master of Estate Preservation" designation. This designation is awarded to Independent Distributor's of The Estate Plan^® who meet a rigorous set of qualifications. At Henry Abts (founder of The Estate Plan) invitation, Gary serves on The National Estate Plan Advisory Council.

 

As an active member of the Financial Planning Association (FPA) Gary serves on the Speakers Bureau which has provided CFP^® expertise for the Arizona Republic and KTVK Channel 3 financial phone banks. Through the Speakers Bureau he also offers complimentary, educational worksite, financial workshops and teaches financial programs for Junior Achievement in local high schools.

 

Gary brings vast knowledge to his clients, and has provided expert financial advice for over 35 years. He has earned a reputation nationally for his skilled and practical guidance as a CERTIFIED FINANCIAL PLANNER™ Practitioner, Certified Estate Planner, Registered Financial Consultant and Master of Estate Preservation. Gary is insurance licensed for health, life, disability and variable life/variable annuity products. His areas of expertise include, but are not limited to;            
 

 •          Retirement Planning