Gary Polk is the Founder of Strategic Wealth Advisors, LLC, and has lived in South Florida his entire life. After graduating from the University of Florida with an accounting degree, he worked with the IRS as an examining revenue agent and then as a CPA with two local public accounting firms, specializing in taxation. His work in the financial services industry dates back to 1985. Over the years Mr. Polk has worked in the pension consulting area and with two major life insurance companies.
Gary has spent the majority of his career helping clients plan for retirement by growing, and preserving their assets and future income while reducing risks and taxes. His expertise with insurance matters makes his advice invaluable to clients considering the possibilities of: living a long life, dying too soon, becoming disabled, or caring for a loved one with special needs.
Gary works with individuals, families and business owners in developing and implementing customized financial strategies. His approach is to educate clients and empower them – designing lifelong strategies which builds wealth while maintaining financial control. He welcomes opportunities to do so via face-to-face meetings, individual or group webinars, as well as in public venues. He is a popular speaker for groups and organizations on an array of topics, has hosted a local radio show called “Tax Free Retirement,” and has contributed to a business column in The Miami Herald called “Ask the Experts.”
Mr. Polk holds the following professional designations: Certified Financial Planner (CFP), Certified in Long-Term Care (CLTC), Chartered Financial Consultant (ChFC), and Chartered Life Underwriter (CLU). These credentials reflect Gary’s commitment to his career and business, with the ultimate goal of providing the best service to his clients.