Phone: (407) 869-9800
Fax: (407) 869-9800
Toll Free: (800) 393-9900
Gary Abely, CFP®, AIF®, CPA has been a financial planning professional since 1990. He is a CERTIFIED FINANCIAL PLANNER™ professional, and an Accredited Investment Fiduciary™. He is also a Certified Public Accountant and an advisory affiliate of Certified Advisory Corp (a Registered Investment Advisor with the Securities and Exchange Commission*).
Gary graduated summa cum laude from Arizona State University in 1987, with a Bachelor of Science degree in Accounting. He became a CPA in 1988 and a CFP in 1995. After working for the CPA firm, Arthur Andersen & Co. out of college, Gary opened up a private financial planning and accounting firm in 1990 and an insurance agency in 1997.
As a graduate of the Accredited Investment Fiduciary™ program, Gary is specially trained in investment fiduciary responsibility and portfolio management. He offers three services to individual and business clients: Fee-based asset management, ERISA 3(38) investment management services for 401(k) and other retirement plans, and general financial planning to individuals and couples.
He is keen on explaining to his clients, “it’s not what you make, but what you keep that matters”, emphasizing tax efficient portfolio asset allocation strategies.
Gary grew up in Winter Park, Florida, is married with twin daughters and resides in Maitland, Florida.
Other professional licenses include: Life and Health Insurance and Variable Annuities license with the State of Florida.
*SEC registration does not constitute an endorsement of the firm.
|Gary Abely||Aaron J. Bert||Joseph F. Bert||James Hachadorian|
|Nancy Hecht||Roger Johnson||Denise Kovach||Judith Sanborn|
|Barry M. Smith||Harry Stadelmayer||Todd J. Tocco|