CARY P. GELLER, MBA, CPA, PFS, CFP

Cary is Executive Vice President of Mintz Levin Financial Advisors, LLC, which was founded in October, 1998 to provide wealth management and investment advisory services to individuals and families. Mintz Levin Financial Advisors counsels clients on asset allocation and investment strategies and offers comprehensive, customized investment advisory and financial planning services.  In 2004, 2005 and 2006, Bloomberg magazine chose Mintz Levin Financial Advisors, LLC as one of the nation's top wealth management firms.

Cary is a practicing financial planner with more than 20 years of broad-based experience in financial planning, individual tax planning and money management. Previously, he was a Principal of one of New England's largest, fee-only financial planning practices.

Cary has taught as an adjunct professor in Boston University's Program for Financial Planners and he is currently a member of the Program's Board of Advisors. He has lectured before numerous corporate, professional and educational organizations, including the Financial Executives Institute, the Attorney General's Office of the Commonwealth of Massachusetts, the Massachusetts Society of CPAs and the Harvard Law School. Cary speaks on a variety of financial planning topics including estate planning as well as pre- and post-retirement planning.

Worth magazine selected Cary as one of the "Best Financial Advisors in the Country" in 1994, 1997, 1998, 1999, 2001, 2002, and again in 2008. Recently, Cary was listed as a "Top Professional Advisor" in J.K. Lasser's "New Rules for Estate and Tax Planning" book. He is regularly quoted and featured in The Boston Globe, Boston Herald, Banker and Tradesman, and Business Week and has been a guest financial planning expert on local radio and TV programs.

Cary graduated from the University of Cincinnati with a B.B.A., summa cum laude, in accounting and quantitative analysis and he received his M.B.A. from Indiana University with an emphasis in Taxation. He is a Certified Public Accountant (CPA), a CERTIFIED FINANCIAL PLANNER^TM practitioner and a Personal Financial Specialist (PFS). Cary is a member of the American Institute of Certified Public Accountants (AICPA), the Massachusetts Society of Certified Public Accountants (MSCPA), and the Boston Estate Planning Council.

CFP and CERTIFIED FINANCIAL PLANNER^TM marks are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board's initial and ongoing certification requirements.

Contact:
cgeller@mintz.com