ASCENT CPA GROUP - Key Persons

Job Titles:

• Owner of Sovereign Wealth Management

Gary Korolev, CFA is the owner of Sovereign Wealth Management where he has built a comprehensive Wealth Advisory practice centered around meeting clients' Investment Management, Risk Management, Estate Planning, and Retirement Planning needs. His practice focuses on High Net Worth individuals, families and business owners with financial needs far beyond investment management. Gary's clients are provided with a truly comprehensive Wealth Strategy that benefits from combining his extensive expertise in portfolio management, financial planning and insurance with that of CPAs and Estate Planning Attorneys. Gary has a Bachelor's Degree in Finance from the University of Florida, is a Chartered Financial Analyst and holds the General Securities (Series 7), Securities Licensing (Series 66), as well the Life, Health and Variable Annuity licenses.