AREAS OF FINANCIAL PLANNING
– Wealth Management
– Business and Pension Planning
– Estate Preservation and Control
Zaugg earned his Certified Financial Planner® Professional Designation through the College for Financial Planning, Denver, Colorado in 1991, and later earned his Chartered Financial Consultant ® and the Chartered Advisor in Senior Living ® designations through the American College.
Gary L. Zaugg is a Financial Planning Practitioner with over 34 years’ experience, whose service style and attention to financial detail focuses proactively upon wealth management, business and pension planning as well as estate preservation and control. He is President of The Zaugg Financial Group, Inc.SM(ZFG), an independent firm, and is a Registered Principal of Raymond James Financial Services, Inc.® (RJFS) — Member FINRA/SIPC — the full-service brokerage firm through whom securities and investments are cleared.
Particularly skilled in Wealth Management and complex Tax and Estate Planning, Zaugg designs sophisticated financial plans for high net-worth clients and their heirs through RJFS’ extensive selection of quality programs, using custom, in-depth strategies to address tax and estate issues. Many of our client’s needs are quite sophisticated and beneficiary relationships complex, so as such, in our opinion, an experienced Financial Planner is a must to complete the professional team of accountants and attorneys and other advisors. Additionally, his practice offers a highly dedicated, well trained team of licensed financial professionals who assist in offering personalized support services to all clients and advice to families in the area of senior living and long term care planning to help keep families in control. Frequent portfolio reviews are the norm, regardless of the Client’s location.
Zaugg earned his Certified Financial Planner® Professional Designation through the College for Financial Planning, Denver, Colorado in 1991, and later earned his Chartered Financial Consultant ® and the Chartered Advisor in Senior Living ® designations through the American College. Zaugg is also a trained and experienced Certified Divorce Financial Analyst™. Zaugg is a licensed life, health and long term care insurance agent in the state of Virginia and holds the Series 7, 24, 63, 65, and 51 securities licenses with RJFS. Committed to meeting and exceeding the Continuing Education requirements of his profession, Zaugg has also completed specialized studies in Behavioral Finance at the Kennedy School of Government, Harvard University, and Advanced Estate Planning at the Heckerling Institute on Estate Planning, University of Miami School of Law. Zaugg is a member of the International Academy of Collaborative Professionals (IACP), the Collaborative Divorce Center and Collaborative Divorce Solutions of Tidewater (CDST), which focuses on helping families proceed through the divorce process without going to court. Additionally, he is a member of the Hampton Roads Estate Planning Council as well as the Hampton Roads Gift Planning Council. Serving in numerous leadership capacities including Past President of the local Financial Planning Association (FPA),Zaugg is also a member of the National Association of Insurance and Financial Advisors (NAIFA) and the Society of Financial Service Professionals(SFSP).
Currently serving on the board with the Great Bridge Battlefield and History Waterways Foundation, Zaugg is also a current member and past president of the Rotary Club of Northside Norfolk. A member of First Baptist Church of Norfolk, where he is a trustee of the church’s Planned Giving Endowment Fund. Zaugg is a former secretary of The First Tee of Hampton Roads, YMCA Board of Management and past president of EQUIâ€‘Kids Therapeutic Riding Program, Inc. and has previously served among the founding board members of The Virginia Beach Foundation, a community trust. Zaugg’s expertise has been called upon by Television, Radio and Print media including “The Virginian-Pilot News;” the “Virginia Business Observer;” “MONEY Magazine;” “WORTH Magazine” and “MPower.com.” Zaugg has also been featured in “The Blast” the magazine of the Special Warfare Foundation, “Rotary International Magazine” and on local NBCaffiliate,TV Channel 10, as well as being quoted in “Financial Planning Magazine.”
A Vietnam Veteran, Zaugg is married with four children and six grandchildren and one great granddaughter. He shares a love for Maine and the creative arts with his wife, Kitty, and enjoys golf when time permits. Zaugg may be reached by calling 757.671 .3331 or 800.244 .7755; and by email: firstname.lastname@example.org.