Gary Capaldo, CFP®, CFS®, CWPP®
A CERTIFIED FINANCIAL PLANNER™ professional, Certified Fund Specialist and Certified Wealth Preservation Planner, Gary has over twenty-five years’ experience as a full-service financial planner. He takes a holistic planning approach with a focus on retirement planning and wealth management for individuals and businesses. Gary began his career at American Express Financial Advisors and later achieved membership into the prestigious Advanced Advisor Group as well as serving in a key role training and mentoring of new Financial Advisors. Gary holds a Bachelor’s degree in Accounting from Wagner College along with several securities registrations and insurance licenses. He has served as an adjunct instructor at Wagner College, teaching the CERTIFIED FINANCIAL PLANNER course to professionals looking to obtain CFP™ designation. His years of experience through many market cycles enabled him to understand the most important aspect of being a financial planner which is the relationship between him and his clients. Gary and his wife Lori are the proud parents of two children and reside in Marlboro, NJ.