Gary Abely, CFP^®, AIF^®, CPA

I have held the same strong belief since my first day in this profession: it’s not what you make, but rather what you keep, that matters. That belief has guided me from my start in public accounting to the work I do today: helping individuals, couples, and business owners grow and protect their wealth with tax-smart, fiduciary advice.

I graduated summa cum laude from Arizona State University in 1987 with a B.S. in Accounting, became a CPA in 1988, and joined Arthur Andersen & Co. right out of school. In 1990, I opened my own financial planning and accounting firm, and in 1995, I earned the CFP^® designation to deepen how I serve clients. I’m also an Accredited Investment Fiduciary^® designee and an Investment Advisory Representative of Certified Advisory Corp, our Registered Investment Advisory firm.

My work centers on three areas:

1) Investment Management for individuals and families

2) ERISA 3(38) investment management for 401(k) and other employer retirement plans

3) Comprehensive financial planning tailored to your specific goals and unique tax situation

The AIF^® designation training sharpened my focus on fiduciary responsibility and portfolio management, but my accounting roots keep me laser-focused on tax efficiency: asset location, withdrawal strategy, and the details that help you keep more of what you have accumulated. I also hold Life & Health Insurance and Variable Annuities licenses in Florida, so I can help you integrate insurance where needed with investment decisions into one comprehensive plan.

I grew up in Winter Park and live in Orlando, Florida. Away from the office, I’m a proud dad of twin daughters and an active member of the Central Florida community I’ve called home most of my life.