Gary Vassalotti, MBA, LIFA, AFSP
I bring seasoned experience to the table with over 25 years of experience in financial services industry providing investment research and management, tax preparation, money management.
I hold a BS in Finance from Penn State, an MBA, have passed the LIFA exam, Level I of the CFA exam, and I participate in the IRS Annual Filing Season program.
I also believe that your advisor should share community values and participate shared activities. These experiences help to align my values with my clients.
My Community Involvement includes:
- Scout Leader
- Knights of Columbus
- St Michael’s Church Choir
- Quaint Corners Children’s Museum
Board of Directors