Gary D. Copi CFP®, CPA, MBA
CERTIFIED FINANCIAL PLANNER™ | Director of Finance
Gary’s tax knowledge, coupled with his securities experience, make him a valuable asset to the Independent Financial Advisors team. He has obtained the following professional registrations, designations and licenses:
- Certified Public Accountant®
- CERTIFIED FINANCIAL PLANNER™
- Series 7*
- Series 66**
- Life, Accident & Health Insurance License for the State of Michigan
He received a B.S. in Accounting from Madonna University and an MBA from Michigan State University.
*Securities registrations held with LPL Financial.
**Securities registrations held with both LPL Financial and Independent Financial Advisor