Gary Paul Savage

Gary Paul Savage

Gestor de Cartera-Acciones en CapFinancial Partners LLC .

Finance
Consumer Services

Perfil

Mr. Gary P.
Savage, CPA, is a Principal & Financial Advisor at CapFinancial Partners LLC.
Mr. Savage is a principal and financial advisor and works with families to develop customized investment management plans and helps the clients integrate their plan with their broader wealth management goals.
As a 28-year financial planning industry veteran, he serves as trustee for his clients, utilizing his family navigation and wealth transfer strategy skills.
Mr. Savage joined CAPTRUST from RINET Company—a fee-only wealth management firm—where he was a shareholder and served as managing director and chief compliance officer.
He also led the firm’s wealth planning group and was a member of the investment committee.
Prior to joining RINET, he worked for a Boston-based regional accounting firm focusing on tax planning and consulting for high-net-worth clients.
He earned a Bachelor of Science degree in accountancy from Stonehill College and a Master of Science degree in taxation from Bentley College.
He is a Certified Financial Planner and a Certified Public Accountant.

Cargos activos de Gary Paul Savage

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Gestor de Cartera-Acciones 08/12/2021
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Oficial de Cumplimiento 08/12/2021
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Formación de Gary Paul Savage.

Stonehill College, Inc. Undergraduate Degree
Bentley University Graduate Degree

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