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Gary G. Casab

Investment Advisor Representative, AIF
Series: 6, 7, 63, and 65
New York State Insurance License: Life, Accident & Health

 

Gary is responsible for managing corporate retirement plans, investment advisory accounts, and endowment/foundation investments. His duties and client needs often take him into other arenas of the financial services industry, where he provides a consulting role. Such areas include estate planning, college education planning, and life insurance.

Gary is a graduate of Niagara University. Gary started his career in financial services in 1997 with the MassMutual Agency (Syracuse). While there, he participated in the career development program, which is offered to new agents within the top 5% of performance nationally. During this time Gary earned membership to the Million Dollar Round Table (MDRT). MDRT is a global, independent association of more than 49,000 of the world’s leading life insurance and financial services professionals from more than 500 companies in 70 countries. MDRT is recognized as a standard of excellence in the financial services business.

In October 2000, Gary joined Royal Alliance, the broker-dealer of Paradigm Consulting Inc. Since being with Royal Alliance, Gary has spearheaded client seminars and developed strategic planning for retirement participant education events. Gary has earned his Accredited Investment Fiduciary® (AIF®) designation. Designees have the ability to implement a prudent process into their own investment practices as well as being able to assist others in implementing proper policies and procedures. In doing so, he applies a best practices standard that is a higher level of service and conduct than that of regulatory guidelines.

Gary is a member of the Retirement Plan Advisory Group (RPAG). This membership is dedicated to the management of corporate retirement plans by implementing fiduciary best practices and sound investment decisions. The alliance also facilitates the institutional mindset of managing a retirement plan to any size employer group.

During his time away from work Gary spends time with his family- wife, Kristin and sons- Gary Jr., and Lucas.  He is an active community member and can be seen at several community events. Gary enjoys spending time with family and friends, traveling, sports, and movies.

 

 

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Securities offered through Royal Alliance Associates, Inc. Member FINRA/SIPC and a Registered Investment Advisor. Investment advisory and insurance services offered through Paradigm Consulting, Inc., a Registered Investment Advisor not affiliated with Royal Alliance Associates, Inc. Additional advisory services offered by Amy Mielnicki and Laurie Ann Schoen through Royal Alliance Associates, Inc.

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