Gary Handler, MBA, AIF®, C(k)P®
Managing Director
Senior Vice President, Investments
Senior Institutional Consultant
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Gary Handler has been helping people retire with dignity for 25 years. He has been named one of Plan Sponsor Magazine’s “Top 100 Retirement Plan Advisers”* for 2014.
He is a Certified Behavioral Finance Analyst (CBFA), an Accredited Investment Fiduciary (AIF®), a Certified 401(k) Professional C(k)P™ and one of approximately just 75 advisors nationwide certified to perform behavioral finance plan audits for their clients.
He began his career in 1989 at Smith Barney. In 1991, Gary joined Oppenheimer & Company and specialized in retirement programs for major corporations around the country while also managing fixed income and equity portfolios for individual investors. In 2003, he joined RBC Dain Rauscher and formed the Handler Investment Consulting Team to facilitate the needs of corporate plan fiduciaries that have a direct responsibility for their company’s retirement programs. In 2007, Gary and his team joined UBS Financial Services in Encino, California. In 2014, he joined Raymond James.
Gary earned a bachelor’s degree in accounting and an MBA in entrepreneurship from the University of Southern California. In 2004, he earned the Accredited Investment Fiduciary (AIF®) professional designation from the University of Pittsburgh’s Graduate Center for Fiduciary Studies. In 2005, Gary earned the PLANSPONSOR Retirement Professional (PRP)™ designation from the PLANSPONSOR Institute. In 2011, he earned the Certified 401(k) Professional C(k)P™ designation from The Retirement Advisor University at the UCLA Anderson School of Management Executive Education.
