Gary Herz

CFP®, EA, RICP

Wealth Advisor

Gary Herz

Services and personalized investment advice are only provided pursuant to an advisory agreement with the client. We do not provide individualized stock recommendations over social media. Be aware that specific investment opportunities shared through WhatsApp are fraudulent.

Gary Herz

Professional Certifications

  • CFP® – CERTIFIED FINANCIAL PLANNER® professional
  • EA – Enrolled Agent
  • RICP – Retirement Income Certified Professional

About Gary

Gary’s responsibilities include enhancing wealth management strategies, addressing the impact of taxes on investing, and assisting clients. He has over 25 years of experience in the financial services industry specializing in investment management and tax planning.

In his free time, Gary enjoys hiking, tennis, genealogy, and traveling.

Education and Professional Milestones

-State University of New York - bachelor’s degree

-New York Institute of Technology - master of business administration