GARY J. BRANCALEONE, CFP®, CRPC®
Gary takes great pride in helping improve the lives of people through the investment and financial planning process. As the Director of Investor Education, he is responsible for new client development. Gary focuses on learning about each client’s unique investment and financial planning needs, and works in conjunction with the Portfolio Solutions® team to recommend appropriate services. He places high importance on creating strategies to help clients achieve their long-term financial goals and objectives.
Gary has more than 30 years of experience in diverse sectors of banking including retail, commercial, mortgage lending and investing. Prior to joining Portfolio Solutions®, Gary was a Private Wealth Management Banker at J.P. Morgan Chase Bank, advising high net worth clients. As a Chartered Retirement Planning Counselor (CRPC®), Gary continues to pursue his avid interest in the behavioral and investment components of retirement planning.
Gary is a graduate of Oakland University with a Bachelor of Science in Finance. He also obtained his CERTIFIED FINANCIAL PLANNER™ certification in 1987 and his Chartered Retirement Planning Counselor (CRPC®) certification in 2013.
Areas of Experience:
- Wealth Management
- Financial Life Planning
- Investment Guidance
- Retirement Planning
- Investor Education
- Risk Management
- Behavioral Finance