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Gary Sax, MBA

Gary Sax, MBA

President and Investment Adviser Representative

Gary is founder and President of Sax Financial. He is an industry professional and has successfully completed his FINRA Series 7 (General Securities Representative), Series 63 (Uniform Securities Agent), and Series 65 (Uniform Investment Advisor Law Exam) registrations in addition to being a licensed agent able to offer life insurance, health insurance, and annuities in the state of Florida.

In the past, Gary was employed at the New York Mercantile Exchange in New York City as a Research Analyst specializing in the precious metals and energy derivative markets. Since relocating to Florida in 2000, Gary has held positions as a Regional Vice President for two of the world’s largest insurance companies, Allianz and AXA Equitable. He previously was a recognized speaker and educator to financial advisors and the public on financial and retirement planning topics. A graduate from the University of Connecticut with a B.S. in Business Administration and an M.B.A. in Finance, he has been in the financial planning, insurance, and investment industry for over 20 years.