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, past 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 was South Tampa resident since 1990 and homeowner since 1993. Our family relocated to my hometown of Melbourne Beach in late February 2023.  We enjoy surfing and water related activities in summer and snowboarding and snow related activities in winter.

Schedule a conversation