Gary A. DiDonna, CFP®, is a Partner with Premier Retirement Asset Management and CFO of The Advisors Planning Group, LLC, located in Osprey, Florida. Gary began his career as a public accountant for independent accounting firms. In 1987, he started his own accounting firm in upstate New York, providing tax planning and accounting services for small businesses and individuals. He has represented tax clients before the IRS and has negotiated many “offers in compromise” to lower or eliminate their tax liabilities.
In 1990, he added financial planning services, preparing complete financial plans for individuals that encompass risk management, investment, income tax considerations, retirement and estate planning. The combination has made Gary an invaluable advisor for clients with complex financial and retirement solutions.
DiDonna completed his undergraduate studies at Boston College with a B.S. in Accounting and Computer Science. In addition to his status as an Enrolled Agent to practice before the IRS, and an accredited Tax Advisor, he holds various licenses and designations in the financial services industry.
Gary is a CERTIFIED FINANCIAL PLANNER® and a Registered Representative with Spire Securities, LLC, a Registered Broker/Dealer and member of FINRA and SIPC. He holds Series 7, 63, and 65 securities licenses and is also licensed with the Florida Department of Insurance.
Gary lives in Osprey, Florida and has two adult children, Nicholas, 33 and Kayla, 31. In his spare time he enjoys boating, kayaking, bicycling, hiking, camping and scuba diving.
Investment Advisory Services offered through Spire Wealth Management, LLC a Federally Registered Investment Advisor.
Securities are offered through an affiliate, Spire Securities, LLC a Registered Broker/Dealer and Member of FINRA and SPIC.
Insurance Services provided by Spire Insurance Agency, LLC