Gary L. Zaugg is a CERTIFIED FINANCIAL PLANNER™ professional, a Chartered Financial Consultant (ChFC®), a Chartered Advisor in Senior Living (CASL®) and a Certified Divorce Financial Analyst (CDFA®). He is also president of the Zaugg Financial Group, Inc. (ZFG) and a branch manager and registered principal of the Greater Norfolk/Hampton Roads office of Raymond James Financial Services, Inc., member FINRA/SIPC.
A financial planning practitioner with more than 30 years of experience, his service style focuses proactively on money management, client ownership and control issues, and mistake avoidance. Gary also specializes in developing sophisticated financial and estate plans for high-net-worth clients and their heirs, as well as coordinating strategies with his clients’ legal and accounting advisors to create and implement complex estate and tax planning techniques.
Gary conducts frequent portfolio reviews, based on need, regardless of his clients’ locations worldwide, and maintains a high level of access and communication, which is a foundational service mark. Working with a team of highly dedicated and well-trained, licensed financial professionals, we assist and provide service to all clients, whether they are novice or seasoned investors.
Professionally, Gary has been listed in the Institute for Certified Financial Planners’ (ICFP) Registry of CFP® Licensed Practitioners. He has served in numerous leadership capacities on the local boards for the ICFP and the International Association of Financial Planners (IAFP) – both of which have joined together to form the Financial Planning Association. He is also a member of the National Association of Insurance and Financial Advisors (NAIFA), the Society of Financial Services Professionals (SFSP), the International Association of Collaborative Professionals (IACP), and the Collaborative Divorce Solutions of Tidewater (CDST).
Gary completed his professional certification through the College for Financial Planning in Denver in 1991 and holds Series 7, 24, 63 and 51 securities licenses as well as life, health, disability and long-term care insurance licenses. He has also completed advanced studies in behavioral finance through the Kennedy School of Business at Harvard University and estate planning through the Heckerling Institute for Estate Planning through the University of Miami School of Law.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, and in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.