Gary J. Chackman,CES,CTS

Financial Planner

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Greater Philadelphia

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Timeline
About me
President at Blue Water Acquisitions,LLC
Education
- Atlantic Cape Community College
  1981 - 1983
  Associate of Arts (A.A.) Business Administration and Management, General
  Business
- Boston University
  2009 - 2012
  Online CFP Program Financial Planning and Services
  Financial Planning, Estate Planning,Asset Protection, Advanced Tax Planning
- University of Delaware
  1983 - 1985
  Bachelor of Science (BS) Human Nutrition
  Human Nutrition
Experience
- LPL Financial
  Dec 2001 - Feb 2011
  Financial Planner
  Managed 300 household, corporate, trust and retirement accounts.
- Summit Brokerage Services, Inc.
  Mar 2011 - Apr 2012
  Financial Advisor
- SGC Capital Management, LLC
  Jan 2012 - Oct 2013
  President
  Asset Management,Asset Protection,Wealth Transfer,Estate Planning and Financial Planning for high net worth Business owners and individuals.
- Mentor365, LLC
  Jan 2014 - Jan 2015
  President
  Business consulting firm - advising business owners to improve and increase their bottom line and top line growth.Due Diligence on Business and Real Estate Acquisitions.Advising Individuals and Business owners on Asset protection, Business Succession planning, Wealth Transfer techniques and Tax reduction concepts.
- Blue Water Acquisitions,LLC
  Jan 2015 - now
  Real Estate Acquisition, Development, Investment
  - President
    Oct 2015 - now
  - CEO
    Jan 2015 - now
Licenses & Certifications
- CTS- Certified Tax Specialist
  Jan 2011
- CES-Certified Estate Planner
  Jan 2004
Honors & Awards
- Awarded to Gary J. Chackman,CES,CTS
  NJ State Power lifting Champion - Feb 1983 New Jersey State Power lifting Champion 1983
Volunteer Experience
- Fund raising
  Issued by Habitat for Humanity International on Jan 2008
  Associated with Gary J. Chackman,CES,CTS