Broker Check
Gary Clancy, CFP®

Gary Clancy, CFP®

Partner, Qualified Plan Specialist Retirement Planning Specialist

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.