Gary Chesin's work history in the financial services industry spans three decades. Previous work engagements were with beverage giants Coca-Cola and Diageo.
Gary's exposure to those planning for retirement is broad based. Writing 401(k) plans for business, helping state employees compliment retirement pension income by taking advantage of their employer's 403(b) and 457 plans, planning for college expenses with tax-deferred 529 plans, as well as retirement income planning with individual retirement accounts (IRA), Roth IRA, and after-tax brokerage accounts.
Gary holds Series 7, 63, and 66 securities licences and is licensed in life, health, disability, and long-term care insurance. He is a registered representative of Sigma Financial Corporation, member FINRA/SIPC and an Investment Advisor Representative with Sigma Planning Corporation. Gary also holds the Accredited Investment Fiduciary® (AIF®) credential, which is the industry benchmark for client loyalty and care.