Broker Check

Meet Gary

With my experience, training and knowledge of financial products and services, my clients receive the top-quality, cost-effective financial guidance they deserve, designed to help them realize their financial goals.

Gary Wetzel

Retirement Planning Specialist

610-660-4340

gary.wetzel@equitable.com

Gary Wetzel, ChFC, CLU, started out as a classroom teacher and transferred his flair for education to the financial industry. A graduate of Penn State and a life and qualifying member of the Million Dollar Round Table, Gary was an insurance specialist for 20 years with The Brinker Organization before returning to Karr Barth Associates.

Gary is a financial professional with Karr Barth Associates. Gary focuses on retirement income planning. His objective is to help create a coordinated retirement plan that balances the need for investment portfolio growth with a predictable, systematic, inflation-adjusted lifetime stream of income. In January of 2007, Gary attended and received the title of Retirement Planning Specialist from Equitable Advisors based upon the receipt of a Wharton Certificate in Retirement Planning. Other areas of focus include estate distribution planning, college savings programs, and insurance (life, disability income, long-term care).

Gary is a member of the Sterling Group. The Sterling Group is a select group of financial professionals affiliated with Equitable Advisors who are distinguished as having exceedingly high standards of experience, expertise and service in the industry.

In addition, Gary is a director of the National Association of Insurance and Financial Advisors, a committee member of the Philadelphia Estate Planning Council, and a long-standing member of the Society of Financial Service Professionals. A husband and father of two children, he is also an avid golfer.

Accreditations:

Retirement Planning Specialist, title awarded by Equitable Advisors, based upon receipt of a Certificate in Retirement Planning from the Wharton School of Business.

B.A., Marketing, Penn State

Masters of Arts in Education, Temple University

Chartered Financial Consultant

Chartered Life Underwriter

Professional Memberships and Affiliations:

Million Dollar Round Table

National Association of Insurance and Financial Advisors

Philadelphia Estate Planning Council

Society of Financial Service Professionals

Your Life... Your Way. Plan It. Live It.

I can help make it happen...

As an Equitable Advisors Financial Professional, I am dedicated to helping my clients build secure financial futures. To do it right takes commitment and planning and the services of a capable financial professional like me.

I have the resources and knowledge to help you develop and implement a sound financial strategy.

My job is to assist you in mapping out your financial goals and to select the appropriate products to help you work toward your objectives. Through Equitable Advisors and its affiliates, I can offer a broad range of financial products and services.

Thank you for visiting my Web site! Stay a while and browse its many features!