Capital OPS Team

Gary DeVicci

MSFS, CFP® & AEP

Successful business owners and professionals have relied on Gary’s expertise for their financial, estate and business planning for three decades. Gary has earned a Master of Science degree in Financial Services from the American College and holds designations as a Certified Financial Planner (CFP®), Chartered Financial Consultant (ChFC) and Accredited Estate Planner (AEP).

Gary has authored numerous articles, taught classes in investing, financial planning and conducted continuing education courses for financial planners, attorneys and accountants. He has been a requested speaker for various accounting, legal and financial services forums.

Gary is responsible for the design of strategies for the business, estate and retirement plans of high net worth clients. In addition, Gary’s team manages the suitability elements of their PolicyAudits.com services.

Gary is a past President of the Society of Financial Service Professionals, The American Heart Association and The Brady Kohn Foundation. He is also a current member of the Estate Planning Councils of Philadelphia and Southern New Jersey, the Construction Financial Management Association and the Southern New Jersey Development Council.

Gary holds licenses as a Registered Securities Principal, Municipal Securities Principal and Financial Operations Principal.

Securities and Investment Advisory Services offered through The Leaders Group, Inc. Securities Dealer, Member FINRA/SIPC; TLG Advisors, Inc. Registered Investment Advisor; 26 W Dry Creek Circle, Suite 800, Littleton CO 80120, (303) 797-9080. CPI Companies is not affiliated with The Leaders Group, Inc.