Gary LoDuca CFP®, ChFC, AIF®
Parishioner at Immaculate Conception
Founder & Owner, Thoughtful Advisors
Join us in welcoming our new Planned Giving Advisory Council (PGAC) member, Gary LoDuca CFP®, ChFC, AIF® . The PGAC is a group of skilled professionals that support the community’s philanthropic impact through estate and financial planning.
Gary graduated from the University of Florida from the College of Business in 1989. By 1990, he had already joined the First Union National Bank, making the beginning of a distinguished career.
Gary became an Investment Advisor Representative (IAR) in 1996. His commitment to his field continued as he earned several esteemed accolades between 2011 and 2018:
- CERTIFIED FINANCIAL PLANNER ™ (CFP®) practitioner in 2011.
- Chartered Financial Consultant (ChFC) in 2013.
- Tax Planner in 2016.
- Accredited Investment Fiduciary® (AIF®) in 2018.
- Cash Balance Consultant (CBC) in 2018.
Gary founded Thoughtful Advisors in 2015, a company specialized in tax savings to boost retirement income and reduce risks through strategic asset allocation. They partner with actuaries to minimize tax burdens and enhance non-working years’ income using proprietary models.
With Gary’s 25+ years of a clean compliance record as a fiduciary advisor, we are certain he will be a great addition to our PGAC.
We are excited to welcome Gary LoDuca CFP®, ChFC, AIF®. Please visit our Planned Giving Advisory Council page to learn more about the council and its members.