Gary A. Herz, CFP®, EA, RICP®
Senior Investment Research Analyst & Wealth Advisor
Gary Herz serves as a Senior Investment Research Analyst and Wealth Advisor at GYL Financial Synergies. His responsibilities include enhancing wealth management strategies, addresses the impact of taxes on investing, and assists clients in his role as a Wealth Advisor.
Gary has over 25 years of experience in the financial services industry specializing in investment management and tax planning. He holds the professional designations of CERTIFIED FINANCIAL PLANNER™ practitioner, Enrolled Agent (EA) with the IRS, and Retirement Income Certified Professional (RICP). Gary has a bachelor’s degree from the State University of New York and a Master of Business Administration degree in finance from the New York Institute of Technology.
In his free time, Gary enjoys hiking, tennis, genealogy, and traveling.