Gary Wallace

Gary F. Wallace is a specialist in executive fringe benefit programs and estate planning, as well as asset allocation and retirement planning. A thorough knowledge of the marketplace, coupled with in-depth analyses of clients’ current economic conditions and future goals, enables Gary to help provide clients with effective financial programs.

He is a financial planner with Northeast Planning Associates, Inc., a registered investment adviser.  Through his affiliation with LPL Financial, he may provide clients with mutual funds and tax-efficient investment opportunities. He is also a member of the Manchester Chapter of the National Association of Insurance and Financial Advisors. Gary holds Series 6, 7, 63 and 65 securities registrations with LPL Financial and is licensed as an insurance broker.

Gary’s training combines academic study with extensive practical experience. He graduated Magna Cum Laude with a Bachelor of Science degree from Plymouth State College, and has been involved in the financial services industry for more than 35 years.

Gary is a life and qualifying member of the exclusive international Million Dollar Round Table. He is also a multi-year recipient of the National Sales Achievement Award, the National Quality Award, and the Health Quality Award for meritorious service to clients.

Gary specializes in helping his clients to prepare for future events such as retirement or college through the use of tax-advantageous financial products and techniques. He has also designed 401K, profit sharing and corporate pension and retirement plans.

Gary volunteers his services to various charitable organizations and has served as a member of several Director Boards and Financial Committees of local churches and non-profit organizations. He has also coached various youth sports in the town of Bedford, NH, as well as basketball for Mount Zion Christian High School. He and his wife Karen currently live in Bedford, and have three children.