Our Team

Gary Ciampitti, CFP®, CLU®, ChFC®

Founder & Insurance and Investment Advisor

Gary Ciampitti attended the University of Central Florida where he earned his bachelor's degree in finance. Gary began his career as a stockbroker during the recession and quickly learned the vast difference in results clients received from financial professionals depending upon their duties to their clients.

A few years later, Gary made the transition to planner as his role for his clients became clear. As more and more doctors started to become clients, he decided to focus his practice towards medical practitioners. Gary accelerated his focus and passion for serving the medical community as he continued to spend time with residents, fellows, and those out in practice who shared many of the same concerns.  He believes a strong plan must contain a foundation of tax efficiency, asset protection, and defensive products. Today, Gary spends most of his days on various hospital campuses around Florida meeting with residents, fellows, practitioners, and speaking to various programs.

 Gary is a long-time resident of South Florida, having lived in several parts of the state, and now back in his hometown of Miami. When he's not entrenched in work, Gary can be found enjoying Miami's ocean and marine life with his family.

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