Gene Pospicil


Senior Managing Member, FSG

Financial Advisor, RJFS

GENE.POSPICIL@RAYMONDJAMES.COM

 

Gene has been an investment advisor representative since 1980 when he began his career with Morgan Stanley (then known as Dean Witter Reynolds). In 1986 he completed his study to become a CERTIFIED FINANCIAL PLANNER™ professional. He has maintained his certification since then through continued study and application.

In 1989 he joined Morgan Keegan & Company, where he continued his practice until partnering with Terry Marti to start their own independent firm, Financial Strategies Group, LLC, in July 2004. Securities are offered through Raymond James Financial Services.

In 2002, Gene was among the first 100 applicants to be awarded the designation of Chartered Retirement Planning CounselorSM by the College of Financial Planning.

In 2006 Gene achieved the designation of Certified Senior Advisor™.

Gene has worked diligently with individuals, families, corporations, government agencies and not-for-profit organizations in helping to achieve their investment goals. In recent years his involvement in the areas of retirement and estate planning has grown so that they now represent a substantial portion of his practice. Among Gene's clients is a family with four generations looking to him for financial guidance.

Gene is an active member of the Huntsville Financial and Estate Planning Council, and the Madison Chamber of Commerce where he served as Chairman in 2009. He has also served as Chairman of the Board for the Boy’s and Girls Clubs of Greater Huntsville, the U.S. Space and Rocket Center, and the Asbury Community Thrift Store.

Gene was recently featured at the annual Senior Market Advisor Expo in Las Vegas where his presentation on IRC 529 was attended by industry professionals from across the United States. He has been interviewed and quoted in numerous regional and national publications on various investment topics. For more than 20 years Gene has been authorized by the Alabama State Board of Accountancy to conduct continuing education programs for its professional members.

Gene continues to provide the highest level of expertise and service to his uniquely successful clients in the areas of planning and asset management.


 

 

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

WHY WORK WITH A CFP®

In life, it’s important to find a financial planner you trust to provide sound, unbiased advice and professional services. Being CFP® certified means someone has voluntarily taken the extra steps needed to provide the highest possible standard of financial planning to those they serve. To become a CERTIFIED FINANCIAL PLANNER™ professional one must pass the comprehensive CFP® Certification Exam, have a minimum of three years’ professional experience in financial planning process and must be approved by the CFP Board, which involves an extensive background check – including an ethics, character and criminal check. To maintain certification, CFP® license holders must complete 30 hours of continuing education accepted by the CFP Board every two years.

How does working with a CFP® certified advisor benefit you? CERTIFIED FINANCIAL PLANNER™ professionals are held to the utmost standards of ethics and professional responsibility, which prepares them for a career-long commitment to provide truly personalized services to meet your needs; all while maintaining high levels of financial planning and professionalism. CFP® professionals maintain their professional edge through ongoing education and training in addition to the rigorous requirements to represent a high level of integrity, objectivity, competence, fairness, confidentiality, professionalism and diligence when working with you.