Gary Klaric, CFF, AIF®, RFC®
Gary is a Managing Director at JT Stratford. He has over 22 years of experience in the field of personal finance and investments and is a Registered Financial Consultant® (RFC) and AIF®. Certified Financial Fiduciary® (CFF) is a professional designation for financial professionals, namely those who have successfully completed a certification and training process established by NACFF and AFEA (The American Financial Education Alliance), and who agree to uphold the highest moral, ethical and fiduciary standards of service when providing investment advice to potential and existing clients. The AIF® designation signifies knowledge of fiduciary responsibility and the ability to implement policies and procedures that meet a defined standard of care.
Gary was awarded the Five Star Wealth Manager award by Five Star Professional. Five Star Award candidates are evaluated against 10 objective eligibility and evaluation criteria such as client retention rates, client assets administered, firm review and a favorable regulatory and complaint history.
Gary entered the financial services industry in 2000. He earned his Bachelor’s Degree in Sociology with a minor in Business Administration from Thiel College in 1993. He used sports as one of his passions to get into and excel in college. He was one of very few who earned a letter in both Football and Track all four years, and was selected as 1st team All-Conference and nationally ranked as a punter his freshman year.
After college, he enlisted in the US Army as a Military Police Officer, and held the rank of Staff Sergeant/E-6. During his military service, he was assigned to the personal staff of the FORSCOM Commanding General (4-star) for 4 ½ of his 6-year enlistment where he served as driver and personal security to the General.
Gary specializes in comprehensive financial planning and wealth management by working with individuals to design personalized retirement planning, tax-advantaged investment strategies, and insurance planning. In helping people transition from corporate life to retirement, Gary likes working on the same side of the table as his clients to earn their business each and every day. He considers his clients to be his 2nd family and has the passion to provide guidance and service to them while establishing a lifelong relationship over many years and generations to come.
Gary held perfect attendance from Kindergarten through his Sr. year of college and he likes to quote:
“There is a game being played on the field each and every day of your life. If you choose not to show up, you have a 100% chance of losing the game. Just by showing up, you have a 50% probability of winning. The more you practice, prepare, understand your role and responsibility of what is expected of you, the better chance you have of winning the game.”
— Gary Klaric
In addition to his Financial Practice, Gary has always had a passion to work with youth through sports. He enjoys coaching youth football and baseball to provide the boys a positive role model and mentor through the game and he hopes for the same for the youth he now mentors. He believes that this gave him an opportunity to go to college and further his education. Gary is very active in his church, Chamber of Commerce and Community.
Gary holds the following securities licenses: Series 7, 63 and 65. He holds the following insurance licenses: Life, Accident, Sickness and Variable Products.