Gary H. Hirsh, CPA, CFP
(973) 994-9494 ext.141 | email@example.com
Gary Hirsh has dual responsibilities at Sobel & Co. He is the Director of Sobel Financial Advisors, LLC and is a Member of the Firm in the Audit Services Department. Prior to joining the Firm in 2001, he was a partner with CPA firms in both New York and New Jersey. After joining Sobel & Co. in 2001, he was named a Member of the Firm in 2006. In addition to being a CPA, Mr. Hirsh is a financial planning specialist. The integration of financial planning expertise and accounting and tax knowledge enables Gary to bring the firm’s clients a unique, multidimensional perspective on accounting, tax and financial and investment matters.
Gary provides comprehensive financial planning, including the construction of investment portfolios to assist clients in reaching their goals, improving current tax positions while minimizing estate taxes and preserving wealth. He provides advice in evaluating life insurance strategies, lifetime asset transfers, IRA distributions, long-term care alternatives and investment review with the goal of increasing wealth at manageable risk levels.
He has a diverse professional background obtained in a wide range of industries including wholesale/distribution, manufacturing, construction, public relations and professional practices. He is a member of the American Institute of Certified Public Accountants, the New Jersey Society of Certified Public Accountants (NJCPA) and the New York State Society of Certified Public Accountants. Gary is a Certified Financial Planner, licensed New Jersey Life and Health Insurance Producer and a member of the Financial Planning Association. He is a member of the NJCPA's financial planning committee, has spoken and written articles on various financial planning matters and is treasurer of a community organization.
Gary is a 1979 graduate of the State University of New York at Binghamton where he graduated magna cum laude earning his Bachelor of Science in Accounting. In 1991, Gary earned his diploma in financial planning from Adelphi University.
Gary and his family reside in Wayne, New Jersey.