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