Gary Pohl entered the financial services industry in 1982. He is President of Pohl & Associates, Inc., and has attained the Accredited Investment Fiduciary® credential (AIF®) which demonstrates understanding of the Prudent Practices and methodology.
Gary has been a licensed LEAP® representative since 1990. The Lifetime Economic Acceleration Process™, or LEAP, requires seminar participation and study hours for licensed representatives. Both Gary and Pohl & Associates have the advantage of operating independently, and are able to offer numerous investment products to meet their clients’ needs.
Gary is a licensed insurance agent for Life, Disability, and Annuities. He holds FINRA licenses Series 6, 22, 62, 63, and NASAA license 65. Gary is also a investment advisor representative of Sigma Planning Corporation (SPC), a registered investment advisor. Through SPC clients have the option to work with Gary on a fee for service basis.
Gary spends the majority of his time working one-on-one with clients and the balance of his time researching and increasing his knowledge base. Gary believes in teaching his clients financial strategies so they are able to make educated choices when making important monetary decisions. His focus is on helping clients understand where to find opportunities to potentially create wealth, and explaining his financial process in simple, non-technical terms.
Gary enjoys working with professionals, business owners, and their employees to help them to potentially create wealth beyond what they were able to create through traditional planning methods. There are two facets of planning for each person during their lifetime. One is the accumulation of wealth to prepare for retirement, and the second is the spending of income through one’s assets at retirement. Gary guides individuals at all stages of their financial life.