Abbey Gwin is a CERTIFIED FINANCIAL PLANNER™ with over a decade of experience. She received her Bachelor’s degree in Business Management from Canisius College in 2007, and started working as a Financial Advisor thereafter. In June of 2016, Abbey joined The Financial Guys® team as a Wealth Manager.
Abbey specializes in wealth management, helping clients plan, prepare and enjoy their retirement. She advocates for holistic financial planning which covers wealth accumulation, income distribution, tax strategies, risk management, gifting, long term care and estate planning.
The CERTIFIED FINANCIAL PLANNER™, is the industry standard for excellence and is known for its high standard of education, stringent code of conduct and standards of practice, and ethical requirements that govern professional engagements with clients. Additional information regarding this designation is available by visiting cfp.com
Abbey also holds several additional designations; the Life Underwriter Training Council Fellow, the Retirement Income Certified Professional®, and the Chartered Advisor for Senior Living®. These additional levels of education allow Abbey to provide excellent advice on multiple topics to clients.
Abbey is an avid music lover. When she is not helping her clients, she spends her spare time playing violin, harp and piano. Abbey is an active member of her church’s music ministry. She also enjoys reading, gardening, and raising chickens. Abbey loves to travel with her husband Jason. The Gwins live in Corfu, NY with their dog and three cats.
You can reach Abbey by calling the Financial Guys at 716-633-1515. Complimentary initial consultations are available. If you would like to schedule your first appointment please contact her assistant, Kerri Machemer at 716-256-1544.