Gary Lofgren, CFP®

Gary began his career in the financial industry as a stock broker on Wall Street but realized early on that broader, more comprehensive financial planning serves a greater purpose.  For over 30 years at Halliday Financial he has helped guide individuals, families, businesses, non-profit organizations, and private foundations toward their investment, insurance, and charitable goals.  Gary is Senior Vice President of Wealth Management at Halliday and earned his Certified Financial Planner designation in 1992.  He holds multiple securities and insurance licenses and a certificate in Art Wealth Management. Gary’s clients reside both throughout the United States and internationally.  He is proud of their long relationships often extending two and even three generations.  

Gary and his wife Jeanne have three grown children, Hanna, Elena, and Liam.  They live on Long Island with their two dogs, Matty & Maya.   In their spare time they like to spend time at the family summer house on the North Fork, play golf, travel, and boat in the Peconic Bay.   Gary is involved in many charitable pursuits both personally and as trustee of several private foundations.