Gary LoDuca CFP®, ChFC, AIF®
I graduated from the University of Florida - College of Business in 1989 and joined First Union National Bank in 1990. I became a Investment Adviser Representative (IAR) in 1996, CERTIFIED FINANCIAL PLANNER™ (CFP®) practitioner in 2011, Chartered Financial Consultant (ChFC) in 2013, Tax Planner in 2016, Accredited Investment Fiduciary® (AIF®) and Cash Balance Consultant (CBC) in 2018.
I am very proud to have a clean compliance record over my 25+ years as a fiduciary advisor. I'm a member of the Tampa Bay Estate Planning Council and the University of Florida Advisor Network.
Our family relocated to my hometown of Melbourne Beach in February 2023. I coach South Beaches Little League Baseball and our family enjoys surfing and water related activities in summer and snowboarding and snow related activities in winter.