Gary Squires, CLU, ChFC, CFP®
Gary Squires is the founding partner in the firm of Squires / Goldberg, LLP.
After obtaining his business degree from University of Miami in just three years, Gary continued his post graduate studies by attaining the Chartered Life Underwriter, Chartered Financial Consultant, and Certified Financial Planner® designations.
He has addressed dozens of estate and business planning seminars on topics such as the funding of irrevocable life insurance trusts, business continuation funding, and employee benefit plans. He is also certified by the Board of Accountancy to provide continuing education seminars for accountants in New Jersey.
Unlike most financial services professionals, Gary’s expertise is highly focused on the design and implementation of estate liquidity solutions and employee benefit plans. To this end, he has elected to forgo financial planning and investment advisory services.
He has qualified for the elite “Top of the Table”; a group of life insurance professionals which only a tenth of one percent of the insurance industry attains on an annual basis. Membership is achieved by outstanding sales achievement and high level client service.
Douglas graduated from NYU’s Stern School of Business in 2001, with a dual degree in Finance and Information Systems. He spent two years on Wall Street as a trader before entering the insurance business with Squires / Goldberg.
Douglas immediately revamped our technology, giving us state of art systems and world-wide access capabilities.
As a young energetic broker, he has transformed our product search capabilities and been the catalyst for uncovering dozens of pricing inefficiencies which we are then able to pass along to our clients.
We are proud to say that the future of Squires / Goldberg is in excellent hands.