Gary Clancy, CFP®

Gary Clancy, CFP®

2Partner, Qualified Plan Specialist
Retirement Planning Specialist

Office: (732) 326-5233
Fax: (732) 326-5285
E-mail:
At Retirement Group
 

I joined AXA Advisors, LLC in 1993 with a BS in Business Management from Fairleigh Dickinson University. After embarking on a career in financial services, I met my friend and business partner Paul Donnelly, with whom I started Oracle Financial Group, LLC. Together we have guided our clients towards their financial goals for over 25 years. 

My professional qualifications are:
CERTIFIED FINANCIAL PLANNER™
Retirement Planning Specialist
Qualified Plan Specialist
Executive Benefits Specialist
Life & Health insurance in various states
FINRA Securities registrations:  Series  6, 7, 63, 65

CFP® and CERTIFIED FINANCIAL PLANNER™ are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements.

Qualified Plan Specialist title awarded by Equitable Advisors, based upon successful completion of an internal training program and written assessment.  

The Retirement Planning Specialist title is awarded by Equitable Advisors, based upon the Financial Professional’s (FP) receipt of a Certificate in Retirement Planning from the Wharton School, University of Pennsylvania. 


Securities and investment advisory services offered through Equitable Advisors, LLC (212-314-4600), member FINRA/SIPC. Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC and, in Utah, Equitable Network Insurance Agency of Utah, LLC. Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

Ascendancy Financial Group is not owned or operated by Equitable Advisors, LLC or its affiliates.

OVER 23 YEARS IN BUSINESS

Our expertise allows us to offer full-range, customizable guidance and proprietary strategies.


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OVER 150 YEARS COMBINED EXPERIENCE

Our experience allows us to offer our signature holistic approach in creating the most effective plans possible for our clients.


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750M ASSETS UNDER CARE

Headquartered in Colts Neck, NJ but serving clients across the country, our Assets Under Management reflect many years of service and the confidence of our clients.


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Check the background of this financial professional on FINRA's BrokerCheck