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 financial advisor with fiduciary duty. I'm a member of the Planned Giving Advisory Council of Catholic Foundation of Central Florida 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.
