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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

CA Insurance License # 0573104

Education & Certifications
  • CERTIFIED FINANCIAL PLANNER™ Certification #2206
    College for Financial Planning | Denver, Colorado (19
  • MBA - Suma Cum Laude distinction
  • BA - Computer Science

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