Gary Murano, CFP®, MBA

With over 6 years of experience in financial services, I bring both experience and a fresh perspective to wealth management. I earned my CFP® designation in 2022, a credential that requires knowledge across tax, insurance, estate, retirement, and investments.

Throughout my career, I’ve had the opportunity to work alongside experienced advisors and gain valuable insight into effective wealth management practices. These experiences have shaped my belief that the future of the industry lies in combining thoughtful investment strategies with proactive, year-round tax planning.

At the core of this approach is comprehensive financial planning. It is not just about growing wealth; it is about aligning every part of your financial life with your goals and values. Whether it’s optimizing cash flow, preparing for retirement, or planning a legacy, financial planning provides the framework to make confident, well-informed decisions.