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EXPERTISE

Gary Beavers, CEO

Gary Beavers, son of an Air Force Sergeant, lived around the world growing up and graduated High School in Camden Arkansas as President of the Student Body. He attended the University of Arkansas in the late 60’s (Bill Clinton era) and graduated in 1971 with a Finance Degree.

Beginning his career with Penn Mutual in Tampa, Florida he quickly was promoted to a Regional Director in 1974 and moved to Philadelphia. While there he passed all 10 parts of the CLU program in one sitting, something that normally takes 5 years. At the time he was too young to use the designation! He was promoted to Penn Mutual General Agent of the Norfolk, Virginia office in 1976 and formed Virginia Pension Center that same year, the effective date of ERISA.

He separated from Penn Mutual and began his independent office in May of 1980. This firm has become CPActuaries, the result of partnerships with CPA firms in several states, providing full benefits and Human Resource functions.

In addition to the insurance designations, Mr. Beavers is a Registered Investment Advisor, and a member of the American Society of Pension Actuaries since it was founded. He has spoken at numerous functions including the American Dental Society and Insurance forums in twenty states and three foreign countries on topics ranging from Pension Plans to Human Resource Information Systems.

CPActuaries is headquartered in the World Trade Center in Norfolk, Virginia with an administration facility in Clearwater, Florida and a number of satellite sales and service offices.

 

EDUCATION AND MEMBERSHIPS
• University of Arkansas B.S. in Finance, 1971
• The American College of Life Underwriters C.L.U. (Chartered Life Underwriter)
• Registered Investment Advisor
• Member of The American Society of Pension Actuaries

HONORS
• Anthem Blue Ribbon Producer
• PIMCO Advisors Chairmans Council Member Recognition of Exceptional Achievement and Superior Client Service
• Appointment to the Fidelity Investments Advisor Council
• Outstanding Sales Performance, Trigon Blue Cross Blue Shield

PRESENTATION TOPICS
• Wellness Coaching
• Health Reimbursement Arrangements
• Benefit Enrollment
• Human Resource Information Systems

 

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© 2007   CPActuaries   The World Trade Center   101 W. Main Street, Suite 4800   Norfolk, VA 23510   866-495-401(k)

Securities offered through Brookstone Securities Inc. 520 S. Florida Ave Lakeland Fl 33801 1-800-582-1934 Member FINRA/SIPC.