Gary B. Gross

CFP®, CLU®, ChFC®

"Everyone has dreams and goals for their families, themselves, and their business.  I believe in not only helping my clients achieve their financial goals, but also plan for those events in life that can derail those goals.

I'll provide dedicated service to help you create and execute a strategy based on your specific objectives."

Background

Gary has been in the financial services industry since 1994.  He founded the Focused Financial practice, which specializes in exit planning strategies, and how to retain and reward key employees.  In addition, he offers guidance with wealth transfer and estate planning strategies for both his business clients, as well as his individual clients.  Over the years he has implemented 401(k) and Executive Deferred Compensation plans.  Gary helps his clients with retirement income strategies, wealth management, cash flow planning, as well as life, disability income, and long-term care insurances.

Education & Credentials

Gary earned his degree in Accounting from The University of Texas at Austin in 1992.  He achieved his CERTIFIED FINANCIAL PLANNER™ Professional mark, granted by the CERTIFIED FINANCIAL PLANNER BOARD OF STANDARD, INC., in 1998.  Additionally, he has earned Chartered Life Underwriter® (CLU®), and the Chartered Financial Consultant ®(ChFC®) professional designations from The American College Financial Services®.  Gary is FINRA Series 6, 63, 7, and 65 securities registered, and holds a NC state life and health insurance license. He is a past board member of the Raleigh Financial Planning Association., and current member of the Society of Financial Services Professionals.

Interests

Gary lives in Raleigh with his wife, Julie Woodward, and their three children. His interests include snowboarding, mountain biking, and hot flow yoga. Gary has studied Mixed Martial arts for several years and holds a 2nd degree Black Belt in Taekwondo.

Phone (919) 451-6067
Fax (844) 300-7528