Gary LoDuca CFP®, ChFC, AIF®

Founder, Owner & Chief Executive Thinker

I graduated from the University of Florida - College of Business in 1989 and started in financial services with 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 fiduciary advisor.  I’m past 2 term Treasurer of South Tampa Chamber of Commerce, current Treasurer of Coleman Middle School PTSA, member of the Tampa Bay Estate Planning Council and the University of Florida Advisor Network. I taught Religious Education at Christ the King Catholic Church and coached Tampa Bay Little League Baseball and UA Flag Football.

I’ve been a South Tampa resident since 1990 and homeowner since 1993. Our family enjoys surfing and water related activities in summer and snowboarding and snow related activities in winter.

Schedule a conversation