Gary Clancy, CFP®

Gary Clancy, CFP®

Partner, Qualified Plan Specialist

Retirement Planning Specialist

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

 

 

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete 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 (NY,NY 212-314-4600), member FINRA/SIPC(Equitable Financial Advisors in MI & TN). 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, in Utah as Equitable Network Insurance Agency of Utah, LLC, and in Puerto Rico as Equitable Network of Puerto Rico, Inc. 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.

Phone (732) 326-5233
Fax (732) 326-5285
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