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Director of Financial Planning
As a CFP® Professional, Gary's role at SPM is to help
individuals, families and business owners achieve their life
goals and objectives, through the creation of a personalized
Financial Plan and using implementation strategies normally
reserved for the highly affluent.
Gary
specializes in providing an integrated approach to Retirement,
Estate and Legacy planning to SPM clients. Specifically focusing
on how to successfully transition from the wealth accumulation
phase of life to the wealth distribution and transfer phases.
Financial Planning, when done correctly, is about much more than
just dollars and cents. It is a holistic approach to money with
each financial goal having a direct impact on all other goals
... creating of future full of possibilities.
Financial Planning is as much about sharing your dreams as
disclosing your assets or using computer assisted analysis. The
planning process starts with a thorough, honest, confidential
discussion about your present financial situation, what you have
done in life, and what you plan to accomplish in the future.
Gary believes that today's Financial Planner is part consultant,
part motivational coach, part advisor and part trusted friend
willing to help you take control of your financial future
throughout your lifetime.
Professional Experience
Gary McCarver has held the CERTIFIED
FINANCIAL PLANNER™ certification since 1984. He is is the
DIrector of FInancial Planning, coordinates Retirement Plans, is
a Wealth Advisor, and is an Investment
Advisor Representative for Select Portfolio Management, Inc.
(SPM). Gary is a Registered Representative (Series 7, 63 and 65)
with Securities Equity Group, member FINRA & SIPC.
Gary is recognized for using a highly consultative approach to
help in the creation of personalized and comprehensive wealth
management plans for his clients. He then educates his clientele
on strategies, designs and opportunities throughout the
implementation process.
After a 26-year
career in the Banking and financial services industry, Gary
became a founding partner of a Registered Investment Advisory
firm. After 10 years he sold his interest in his RIA and has
subsequently joined the SPM team as an Investment Advisor
Representative, Wealth Advisor, and as Director of Financial
Planning. Gary is also in charge of marketing for the SPM family
of companies including the philanthropic Faithful with Finances
outreach program.
Within the Community, Gary has served for nearly a decade on the
board of directors for local non-profit organizations. Gary
brings a wealth of unique talents to his practice possessing
expert level skills in marketing, web design, and convergence
technology and has even published 7 internationally performed
plays.
Securities offered through Securities Equity Group
| Registered Broker-Dealer
Member
FINRA & SIPC
CA Insurance License # 0573104
Education & Certifications -
CERTIFIED
FINANCIAL PLANNER™ Certification
#2206
College for Financial Planning
| Denver, Colorado (1984)
- MBA - Suma Cum Laude distinction
- BA - Computer Science
Contact
Gary at