Gary Padussis
Certified since 2003-03-21
Email: gary@capeim.com
Phone: 609-884-8085
Location: 139 Broadway
Cape May, New Jersey 08204-2317
Cape May, New Jersey 08204-2317
Main Industry:
Specialty:
Description of Services:
Tax Preparation including Federal and State returns. Estate and Trust Planning. Financial & Retirement Planning, including Wealth Management.
Biographical Information:
University of Maryland BS. Degree in Bio-Chemistry. Financial Services license include Series SIE, Series 7, 9,10, 31, and 63. Insurance licensed for life and health.
Registered Financial Planner (RFP) Registered Financial Consultant (RFC)
Accredited Investment Fiduciary (AIF) Certified National Social Security Advisor (NSSA)
Financial Planning Specialist Certification (Smith Barney) Retirement Plan Specialist ( Legg Mason) Wealth Management Specialist (Legg Mason)
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