Registered Principal
CurrentFor important disclosure information please see "Social Media Disclosure" link in the "Contact Info" section.
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@earthlink.net
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1 phone found area 727
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LinkedIn matched
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Gary L. Zaugg, Cfp® Aep® Chfc® Casl® Ricp® is listed as Owner, The Zaugg Financial Group, Inc. at Raymond James Financial Services, Inc. Member FINRA/SIPC, a company with 5 employees, based in Virginia Beach, Virginia, United States. AeroLeads shows a work email signal at earthlink.net, phone signal with area code 727, and a matched LinkedIn profile for Gary L. Zaugg, Cfp® Aep® Chfc® Casl® Ricp®.
Gary L. Zaugg, Cfp® Aep® Chfc® Casl® Ricp® previously worked as Registered Principal at Raymond James Financial Services, Inc. Member Finra/Sipc and President at The Zaugg Financial Group, Inc.. Gary L. Zaugg, Cfp® Aep® Chfc® Casl® Ricp® studied at University Of Connecticut.
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AeroLeads found 1 current-domain work email signal for Gary L. Zaugg, Cfp® Aep® Chfc® Casl® Ricp®. Compare company email patterns before reaching out.
My focus is on helping high net worth individuals manage and preserve wealth. This is accomplished through helping clients avoid “blind faith” investing and maintain control of their assets using a comprehensive financial tax and estate planning process. Credentials include: Certified Financial Planner® (CFP®), Chartered Financial Consultant®, (ChFC®), Chartered Advisor in Senior Living® (CASL®), Accredited Estate Planner (AEP®) and Retirement Income Certified Professional®. (RICP®).Specialties: Specializing in wealth management,tax planning, retirement and estate planning as well as divorce planning, in collaboration with our client’s tax and legal advisors. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
Listed skills include Estate Planning, Retirement, Financial Advisory, Investments, and 45 others.
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St. Petersburg, Florida, US
For important disclosure information please see "Social Media Disclosure" link in the "Contact Info" section.
The Zaugg Financial Group is not a registered broker/dealer and is independent of Raymond James Financial Services. Investment advisory. Securities offered through Raymond James Financial Services, Inc. Member FINRA/SIPC.
Other employees you can reach at raymondjames.ca. View company contacts for 5 employees →
Sidarth Balaji
Colleague at Raymond James Financial Services, Inc. Member Finra/Sipc
Chicago, Illinois, United States, United States
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CF
Chris Fils, Cfp® Mba
Colleague at Raymond James Financial Services, Inc. Member Finra/Sipc
Chicago Metropolitan Area, Illinois, United States, United States
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AG
Apoorva Ganji
Colleague at Raymond James Financial Services, Inc. Member Finra/Sipc
Seattle, Washington, United States, United States
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PJ
Paul Joe
Colleague at Raymond James Financial Services, Inc. Member Finra/Sipc
Tampa, Florida, United States, United States
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PS
Pankaj Singh
Colleague at Raymond James Financial Services, Inc. Member Finra/Sipc
St Petersburg, Florida, United States, United States
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FA
Fred Asfoury, Cfp®, Mba
Colleague at Raymond James Financial Services, Inc. Member Finra/Sipc
Raleigh-Durham-Chapel Hill Area, United States, United States
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MG
Merrick Ghali
Colleague at Raymond James Financial Services, Inc. Member Finra/Sipc
St Petersburg, Florida, United States, United States
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MC
Michael Campoamor, Cpa
Colleague at Raymond James Financial Services, Inc. Member Finra/Sipc
Greater Tampa Bay Area, United States, United States
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NL
Nancy Leizman, Cpfa
Colleague at Raymond James Financial Services, Inc. Member Finra/Sipc
Beachwood, Ohio, United States, United States
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ET
Eric Taylor
Colleague at Raymond James Financial Services, Inc. Member Finra/Sipc
Atlanta Metropolitan Area, United States, United States
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Quick answers generated from the profile data available on this page.
Gary L. Zaugg, Cfp® Aep® Chfc® Casl® Ricp® works for Raymond James Financial Services, Inc. Member FINRA/SIPC.
Gary L. Zaugg, Cfp® Aep® Chfc® Casl® Ricp® is listed as Owner, The Zaugg Financial Group, Inc. at Raymond James Financial Services, Inc. Member FINRA/SIPC.
AeroLeads has found 1 work email signal at @earthlink.net for Gary L. Zaugg, Cfp® Aep® Chfc® Casl® Ricp® at Raymond James Financial Services, Inc. Member FINRA/SIPC.
AeroLeads has found 1 phone signal(s) with area code 727 for Gary L. Zaugg, Cfp® Aep® Chfc® Casl® Ricp® at Raymond James Financial Services, Inc. Member FINRA/SIPC.
Gary L. Zaugg, Cfp® Aep® Chfc® Casl® Ricp® is based in Virginia Beach, Virginia, United States while working with Raymond James Financial Services, Inc. Member FINRA/SIPC.
Gary L. Zaugg, Cfp® Aep® Chfc® Casl® Ricp® has worked for Raymond James Financial Services, Inc. Member Finra/Sipc, The Zaugg Financial Group, Inc., and Ids American Express.
Gary L. Zaugg, Cfp® Aep® Chfc® Casl® Ricp®'s colleagues at Raymond James Financial Services, Inc. Member FINRA/SIPC include Sidarth Balaji, Chris Fils, Cfp® Mba, Apoorva Ganji, Paul Joe, and Pankaj Singh.
You can use AeroLeads to view verified contact signals for Gary L. Zaugg, Cfp® Aep® Chfc® Casl® Ricp® at Raymond James Financial Services, Inc. Member FINRA/SIPC, including work email, phone, and LinkedIn data when available.
Gary L. Zaugg, Cfp® Aep® Chfc® Casl® Ricp® studied at University Of Connecticut.
Gary L. Zaugg, Cfp® Aep® Chfc® Casl® Ricp® is listed with skills including Estate Planning, Retirement, Financial Advisory, Investments, Retirement Planning, Securities, High Net Worth Individuals, and Wealth Management.
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