Gary Clement

Financial Services Professional with 20 years of experience in the financial services industry with discount brokers, independent broker-dealers, and wirehouses. Extensive knowledge of financial service business models and delivery channels, investment strategies and approaches, and investment products and vehicles. Passionate instructor and financial coach both to individuals and large groups. Accomplished communicator with proven leadership qualities. Series 7, 63, 65, 3, 31, 24 licensed. CFP® professional.

Specialties:

• Financial Planning, Investment Management, Retirement Planning, Estate Planning

Education

• University of Georgia Financial Planning
  Doctor of Philosophy (Ph.D.) - Student, Financial Planning

• College for Financial Planning
  M.S. - Personal Financial Planning

• Cheyney University of Pennsylvania
  B.A., Mathematics - Summa Cum Laude